Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,494 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,949 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $320 |
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 | $104,985 | $45,152+132.5% | $73,836+42.2% | $59,633+76.1% |
| Participation rate | 94.7% | 64.0%+30.7pp | 73.4%+21.3pp | 68.7%+26.1pp |
| Annual return | 0.29% | 27.40%-27.1pp | 2268.06%-2267.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $7,948 | $1,901+318.0% | $2,787+185.1% | $2,203+260.8% |
| Participant deferral / active EE | $6,461 | $2,573+151.1% | $3,583+80.3% | $3,192+102.4% |
| Admin fee / account holder | $235 | $3,515-93.3% | $4,882-95.2% | $4,297-94.5% |