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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $26,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Employer contribution per participant 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 | $75,847 | $65,118+16.5% | $76,766-1.2% | $55,725+36.1% |
| Participation rate | 76.4% | 79.6%-3.2pp | 77.0%-0.6pp | 70.9%+5.5pp |
| Annual return | -5.09% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $12,023 | $3,688+226.0% | $3,851+212.2% | $3,356+258.3% |
| Admin fee / account holder | $1 | $116-98.7% | $6,675-100.0% | $115-98.7% |