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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $19,157 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
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 | $42,776 | $55,182-22.5% | $73,309-41.6% | $55,191-22.5% |
| Participation rate | 77.9% | 73.9%+3.9pp | 74.9%+3.0pp | 69.2%+8.7pp |
| Annual return | 2.27% | 8.55%-6.3pp | 5.67%-3.4pp | 10.78%-8.5pp |
| Employer contribution / active EE | $2,334 | $1,935+20.6% | $3,237-27.9% | $1,899+22.9% |
| Participant deferral / active EE | $7,987 | $4,641+72.1% | $4,991+60.0% | $3,046+162.2% |
| Admin fee / account holder | $6 | $68-91.1% | $5,635-99.9% | $91-93.3% |