Filed January 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $180,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $100,198 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $173,569 | $80,005+116.9% | $140,019+24.0% | $55,725+211.5% |
| Participation rate | 97.8% | 87.0%+10.8pp | 87.5%+10.3pp | 70.9%+27.0pp |
| Annual return | -0.35% | 0.46%-0.8pp | 651.17%-651.5pp | 244.93%-245.3pp |
| Employer contribution / active EE | $5,765 | $3,403+69.4% | $5,605+2.9% | $2,078+177.4% |
| Participant deferral / active EE | $10,067 | $5,264+91.2% | $6,927+45.3% | $3,356+200.0% |
| Admin fee / account holder | $465 | $116+302.2% | $10,705-95.7% | $115+304.0% |