Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 51 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Investment Mgmt Fees | $10,419 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,904 | $45,050-71.4% | $63,018-79.5% | $70,126-81.6% |
| Participation rate | 98.0% | 69.5%+28.4pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 8.26% | 18.76%-10.5pp | 87.62%-79.4pp | 73.15%-64.9pp |
| Employer contribution / active EE | $2,375 | $2,052+15.7% | $2,761-14.0% | $2,343+1.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $83 | $2,834-97.1% | $3,601-97.7% | $4,645-98.2% |