Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 99 | Other Fees | $55,094 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,808 | $2,687,218-97.9% | $165,071-65.6% | $199,960-71.6% |
| Participation rate | 28.6% | 78.3%-49.6pp | 78.6%-50.0pp | 72.0%-43.4pp |
| Annual return | 14.82% | 17.94%-3.1pp | 70.17%-55.4pp | 34.28%-19.5pp |
| Employer contribution / active EE | $990 | $2,958-66.5% | $4,347-77.2% | $3,036-67.4% |
| Participant deferral / active EE | $1,998 | $5,002-60.1% | $6,035-66.9% | $5,087-60.7% |
| Admin fee / account holder | $254 | $1,988-87.2% | $12,695-98.0% | $269-5.8% |