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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $22,729 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,755 |
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 | $47,307 | $43,423+8.9% | $78,676-39.9% | $55,167-14.2% |
| Participation rate | 94.2% | 68.0%+26.2pp | 73.6%+20.7pp | 69.0%+25.2pp |
| Annual return | 7.87% | 11.53%-3.7pp | 62.19%-54.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $4,660 | $1,997+133.4% | $2,850+63.5% | $1,963+137.4% |
| Participant deferral / active EE | $2,363 | $2,509-5.8% | $3,517-32.8% | $3,054-22.6% |
| Admin fee / account holder | $125 | $416-69.8% | $4,510-97.2% | $504-75.1% |