Filed December 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,156 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,286 | $56,443-65.8% | $83,850-77.0% | $55,725-65.4% |
| Participation rate | 73.2% | 72.0%+1.2pp | 76.1%-2.9pp | 70.9%+2.3pp |
| Annual return | -5.66% | 393.67%-399.3pp | 850.92%-856.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $173 | $2,682-93.5% | $3,631-95.2% | $2,078-91.7% |
| Participant deferral / active EE | $1,726 | $2,965-41.8% | $4,082-57.7% | $3,356-48.6% |
| Admin fee / account holder | $21 | $156-86.5% | $5,478-99.6% | $115-81.7% |