Filed August 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $108,940 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,163 | $145,877-35.5% | $150,045-37.2% | $102,872-8.5% |
| Participation rate | 77.6% | 79.8%-2.2pp | 82.3%-4.7pp | 73.0%+4.6pp |
| Annual return | 23.08% | 21.37%+1.7pp | 62.55%-39.5pp | 19.06%+4.0pp |
| Employer contribution / active EE | $3,597 | $4,710-23.6% | $4,693-23.3% | $3,526+2.0% |
| Participant deferral / active EE | $12,216 | $9,491+28.7% | $7,997+52.8% | $5,535+120.7% |
| Admin fee / account holder | $8 | $176-95.7% | $13,435-99.9% | $292-97.4% |