Filed November 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $26,525 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $11,944 |
CARON & BLETZER, PLLC10+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,353 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,298 | $78,607+21.2% | $105,624-9.8% | $74,478+28.0% |
| Participation rate | 92.8% | 72.8%+20.0pp | 75.3%+17.5pp | 67.2%+25.5pp |
| Annual return | 12.37% | 15.96%-3.6pp | 116.20%-103.8pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $1,808 | $2,523-28.3% | $3,168-42.9% | $2,626-31.1% |
| Participant deferral / active EE | $6,311 | $4,325+45.9% | $5,013+25.9% | $4,350+45.1% |
| Admin fee / account holder | $48 | $2,220-97.8% | $10,961-99.6% | $1,946-97.5% |