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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $28,434 |
Service code 37 · EIN 04-2647786 | Loan Processing | $644 |
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 | $72,282 | $80,753-10.5% | $136,297-47.0% | $62,293+16.0% |
| Participation rate | 71.6% | 73.5%-2.0pp | 81.9%-10.3pp | 69.5%+2.1pp |
| Annual return | 19.60% | 35.83%-16.2pp | 5156.16%-5136.6pp | 28.90%-9.3pp |
| Employer contribution / active EE | $3,114 | $2,884+8.0% | $4,696-33.7% | $2,042+52.5% |
| Participant deferral / active EE | $7,177 | $5,164+39.0% | $6,247+14.9% | $3,169+126.5% |
| Admin fee / account holder | $2 | $525-99.5% | $9,244-100.0% | $479-99.5% |