Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $45,976 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,640 |
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 | $98,017 | $30,107+225.6% | $61,501+59.4% | $64,824+51.2% |
| Participation rate | 45.2% | 36.4%+8.8pp | 52.6%-7.4pp | 71.5%-26.3pp |
| Annual return | -17.48% | -13.99%-3.5pp | 339.04%-356.5pp | 32.84%-50.3pp |
| Employer contribution / active EE | $944 | $537+75.8% | $1,160-18.6% | $2,507-62.4% |
| Participant deferral / active EE | $2,191 | $1,126+94.6% | $2,125+3.1% | $4,311-49.2% |
| Admin fee / account holder | $10 | $148-93.6% | $2,132-99.6% | $188-94.9% |