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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,931 |
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 | $50,311 | $56,640-11.2% | $80,977-37.9% | $57,658-12.7% |
| Participation rate | 79.8% | 75.9%+4.0pp | 75.8%+4.0pp | 70.2%+9.6pp |
| Annual return | 13.44% | 19.97%-6.5pp | 17.11%-3.7pp | 5.13%+8.3pp |
| Employer contribution / active EE | $1,952 | $2,085-6.4% | $3,715-47.4% | $1,974-1.1% |
| Participant deferral / active EE | $8,217 | $4,944+66.2% | $5,696+44.3% | $3,061+168.5% |
| Admin fee / account holder | $35 | $87-59.7% | $5,517-99.4% | $95-62.8% |