Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $46,645 |
LPL FINANCIAL3 years Service code 16 | Consulting | $16,925 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,021 | $46,688-33.6% | $189,758-83.7% | $69,733-55.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 13.70% | 14.35%-0.6pp | 52.62%-38.9pp | 15.22%-1.5pp |
| Employer contribution / active EE | $3,627 | $1,695+114.0% | $4,767-23.9% | $2,250+61.2% |
| Participant deferral / active EE | $2,466 | $2,143+15.1% | $5,856-57.9% | $3,054-19.3% |
| Admin fee / account holder | $106 | $1,700-93.8% | $20,388-99.5% | $3,102-96.6% |