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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,067 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,863 |
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 | $57,558 | $65,592-12.2% | $90,161-36.2% | $69,631-17.3% |
| Participation rate | 77.4% | 77.6%-0.3pp | 76.9%+0.5pp | 70.7%+6.7pp |
| Annual return | 22.00% | 57.10%-35.1pp | 34.89%-12.9pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $2,486 | $2,193+13.3% | $3,318-25.1% | $2,032+22.3% |
| Participant deferral / active EE | $8,667 | $5,257+64.9% | $5,287+63.9% | $3,224+168.8% |
| Admin fee / account holder | $66 | $86-23.1% | $5,943-98.9% | $110-40.4% |