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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $21,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,265 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,963 | $75,183-22.9% | $123,894-53.2% | $55,167+5.1% |
| Participation rate | 85.2% | 72.8%+12.3pp | 81.4%+3.7pp | 69.0%+16.2pp |
| Annual return | 8.40% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,006 | $5,084+18.1% | $5,984+0.4% | $3,054+96.6% |
| Admin fee / account holder | $44 | $663-93.3% | $8,357-99.5% | $504-91.2% |