Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,973 | $31,741+230.7% | $56,025+87.4% | $200,096-47.5% |
| Participation rate | 14.2% | 32.3%-18.2pp | 52.5%-38.3pp | 72.0%-57.8pp |
| Annual return | 13.75% | 14.72%-1.0pp | 1712.69%-1698.9pp | 34.26%-20.5pp |
| Employer contribution / active EE | $300 | $508-40.9% | $1,042-71.2% | $3,038-90.1% |
| Participant deferral / active EE | $754 | $1,184-36.3% | $1,955-61.4% | $5,090-85.2% |
| Admin fee / account holder | $151 | $426-64.6% | $2,828-94.7% | $269-44.0% |