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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $51,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,987 |
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 | $69,959 | $96,458-27.5% | $136,298-48.7% | $77,958-10.3% |
| Participation rate | 93.0% | 75.4%+17.6pp | 81.9%+11.1pp | 71.6%+21.3pp |
| Annual return | 21.95% | 23.78%-1.8pp | 5156.27%-5134.3pp | 20.87%+1.1pp |
| Employer contribution / active EE | $2,981 | $3,144-5.2% | $4,696-36.5% | $2,310+29.0% |
| Participant deferral / active EE | $9,586 | $5,902+62.4% | $6,247+53.4% | $3,537+171.1% |
| Admin fee / account holder | $18 | $80-77.5% | $9,244-99.8% | $97-81.4% |