Filed February 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,962 | $58,093-55.3% | $80,022-67.6% | $56,289-53.9% |
| Participation rate | 46.6% | 73.6%-27.1pp | 75.8%-29.3pp | 69.9%-23.3pp |
| Annual return | -6.53% | 34.63%-41.2pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $958 | $1,933-50.4% | $2,468-61.2% | $2,111-54.6% |
| Participant deferral / active EE | $1,898 | $3,136-39.5% | $3,686-48.5% | $3,350-43.3% |
| Admin fee / account holder | $18 | $623-97.1% | $6,521-99.7% | $521-96.5% |