Filed October 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $5,714 |
Filed as: MELISSA G CRITCHER CPA PC Service code 10 · EIN 27-1654932 | Accounting | $5,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,304 | $71,666-53.5% | $117,861-71.7% | $69,631-52.2% |
| Participation rate | 28.0% | 77.5%-49.5pp | 79.7%-51.7pp | 70.7%-42.7pp |
| Annual return | 17.51% | 18.86%-1.3pp | 335.11%-317.6pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $591 | $1,889-68.7% | $3,786-84.4% | $2,032-70.9% |
| Participant deferral / active EE | $712 | $3,340-78.7% | $4,482-84.1% | $3,224-77.9% |
| Admin fee / account holder | $58 | $120-51.6% | $8,021-99.3% | $110-47.3% |