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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,376 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,355 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,310 | $91,439-48.3% | $135,974-65.2% | $71,511-33.8% |
| Participation rate | 80.7% | 75.7%+5.1pp | 81.9%-1.2pp | 67.9%+12.8pp |
| Annual return | 14.49% | 29.90%-15.4pp | 68.30%-53.8pp | 28.86%-14.4pp |
| Employer contribution / active EE | $1,835 | $3,705-50.5% | $4,859-62.2% | $2,589-29.1% |
| Participant deferral / active EE | $1,918 | $7,093-73.0% | $7,760-75.3% | $4,291-55.3% |
| Admin fee / account holder | $203 | $1,267-84.0% | $10,767-98.1% | $1,588-87.2% |