Filed April 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP Service code 16 | Consulting | $30,636 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $11,510 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 16 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,206 | $54,320+5.3% | $67,652-15.4% | $52,331+9.3% |
| Participation rate | 88.4% | 73.6%+14.8pp | 75.7%+12.7pp | 68.1%+20.3pp |
| Annual return | -0.79% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,688 | $1,544+74.1% | $2,266+18.6% | $1,882+42.8% |
| Participant deferral / active EE | $5,249 | $2,950+77.9% | $3,560+47.5% | $3,022+73.7% |
| Admin fee / account holder | $46 | $527-91.3% | $4,821-99.1% | $592-92.3% |