Filed June 1, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $32,202 |
Filed as: MCLEAN PACKAGING CORP Service code 99 1504 GLEN AVE · MOORESTOWN, NJ 08057 | Other Fees | $10,468 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,674 | $56,629+69.0% | $77,999+22.7% | $55,167+73.4% |
| Participation rate | 89.9% | 73.3%+16.6pp | 75.5%+14.4pp | 69.0%+20.9pp |
| Annual return | -0.70% | 2866.98%-2867.7pp | 425.96%-426.7pp | 169.23%-169.9pp |
| Employer contribution / active EE | $1,622 | $1,723-5.9% | $2,470-34.3% | $1,963-17.4% |
| Participant deferral / active EE | $3,527 | $2,777+27.0% | $3,497+0.9% | $3,054+15.5% |
| Admin fee / account holder | $322 | $467-31.0% | $5,480-94.1% | $504-36.1% |