Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL FBO MATT BYERS Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $10,905 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,848 | $72,620-85.1% | $90,760-88.0% | $66,938-83.8% |
| Participation rate | 79.0% | 73.7%+5.3pp | 75.7%+3.3pp | 69.8%+9.2pp |
| Annual return | 23.09% | -12.28%+35.4pp | -12.16%+35.3pp | 1.58%+21.5pp |
| Employer contribution / active EE | $1,496 | $2,369-36.8% | $2,922-48.8% | $2,545-41.2% |
| Participant deferral / active EE | $3,242 | $3,979-18.5% | $4,565-29.0% | $4,238-23.5% |
| Admin fee / account holder | $77 | $707-89.1% | $8,444-99.1% | $594-87.0% |