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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $27,483 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,714 | $36,916-22.2% | $156,551-81.7% | $57,658-50.2% |
| Participation rate | 55.5% | 63.4%-7.9pp | 84.0%-28.5pp | 70.2%-14.7pp |
| Annual return | 11.60% | 12.38%-0.8pp | 32.23%-20.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $939 | $1,571-40.2% | $5,501-82.9% | $1,974-52.4% |
| Participant deferral / active EE | $1,902 | $1,926-1.2% | $4,871-61.0% | $3,061-37.9% |
| Admin fee / account holder | $40 | $82-51.0% | $13,028-99.7% | $95-57.2% |