Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $42,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,985 |
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 | $97,538 | $26,137+273.2% | $58,561+66.6% | $74,460+31.0% |
| Participation rate | 16.8% | 32.2%-15.3pp | 50.9%-34.0pp | 70.7%-53.9pp |
| Annual return | 16.43% | 32.53%-16.1pp | 4251.33%-4234.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $335 | $537-37.5% | $1,053-68.2% | $2,638-87.3% |
| Participant deferral / active EE | $821 | $1,076-23.7% | $1,923-57.3% | $4,530-81.9% |
| Admin fee / account holder | $11 | $648-98.4% | $2,520-99.6% | $348-97.0% |