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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,223 |
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 | $65,672 | $80,753-18.7% | $136,298-51.8% | $62,293+5.4% |
| Participation rate | 85.7% | 73.5%+12.2pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 19.17% | 35.83%-16.7pp | 5156.27%-5137.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,192 | $5,164+39.3% | $6,247+15.1% | $3,169+126.9% |
| Admin fee / account holder | $84 | $525-84.0% | $9,244-99.1% | $479-82.5% |