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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,721 |
LPL FINANCIAL2 years Service code 16 | Consulting | $17,335 |
LPL FINANCIAL5 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 | $27,667 | $55,437-50.1% | $155,534-82.2% | $74,459-62.8% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.1pp |
| Annual return | 14.84% | 269.58%-254.7pp | 64.92%-50.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $3,570 | $2,266+57.6% | $4,675-23.6% | $2,626+36.0% |
| Participant deferral / active EE | $2,095 | $2,837-26.2% | $5,630-62.8% | $4,350-51.8% |
| Admin fee / account holder | $98 | $1,742-94.4% | $15,900-99.4% | $1,945-95.0% |