Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $46,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,762 | $30,555+262.5% | $80,716+37.2% | $86,799+27.6% |
| Participation rate | 39.4% | 37.2%+2.2pp | 54.2%-14.8pp | 72.3%-32.9pp |
| Annual return | 14.44% | 30.35%-15.9pp | 87.28%-72.8pp | 97.91%-83.5pp |
| Employer contribution / active EE | $788 | $472+66.9% | $1,160-32.1% | $2,405-67.2% |
| Participant deferral / active EE | $1,745 | $1,050+66.2% | $2,146-18.7% | $4,131-57.8% |
| Admin fee / account holder | $6 | $135-95.4% | $3,380-99.8% | $170-96.3% |