Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,712 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $300 |
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 | $110,981 | $48,078+130.8% | $78,676+41.1% | $62,881+76.5% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.9pp | 69.3%+28.1pp |
| Annual return | 8.92% | 31.36%-22.4pp | 62.19%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $7,852 | $2,015+289.8% | $2,850+175.5% | $2,281+244.2% |
| Participant deferral / active EE | $6,993 | $2,587+170.3% | $3,517+98.8% | $3,203+118.3% |
| Admin fee / account holder | $112 | $3,206-96.5% | $4,510-97.5% | $4,296-97.4% |