Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $16,000 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $143,986 | $69,977+105.8% | $108,582+32.6% | $62,881+129.0% |
| Participation rate | 97.1% | 72.9%+24.2pp | 79.6%+17.5pp | 69.3%+27.8pp |
| Annual return | 4.49% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $3,408 | $2,135+59.6% | $3,758-9.3% | $2,281+49.4% |
| Participant deferral / active EE | $7,404 | $3,165+134.0% | $4,311+71.8% | $3,203+131.2% |
| Admin fee / account holder | $229 | $5,076-95.5% | $7,645-97.0% | $4,296-94.7% |