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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,550 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,459 | $60,165+33.7% | $74,184+8.5% | $55,167+45.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.27% | 10.00%-5.7pp | 17.74%-13.5pp | 169.23%-165.0pp |
| Employer contribution / active EE | $4,167 | $1,600+160.5% | $2,370+75.8% | $1,963+112.3% |
| Participant deferral / active EE | $7,540 | $2,973+153.7% | $3,550+112.4% | $3,054+146.9% |
| Admin fee / account holder | $16 | $419-96.2% | $5,586-99.7% | $504-96.8% |