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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $22,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,416 | $84,499+42.5% | $125,391-4.0% | $66,949+79.9% |
| Participation rate | 71.4% | 76.4%-5.0pp | 82.4%-11.0pp | 69.8%+1.6pp |
| Annual return | -20.92% | -8.49%-12.4pp | 572.41%-593.3pp | 1.57%-22.5pp |
| Employer contribution / active EE | $1,057 | $3,554-70.3% | $4,816-78.1% | $2,545-58.5% |
| Participant deferral / active EE | $6,363 | $6,785-6.2% | $7,448-14.6% | $4,239+50.1% |
| Admin fee / account holder | $5 | $685-99.3% | $10,009-100.0% | $594-99.2% |