Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Other Commissions | $10,950 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,316 | $74,089-42.9% | $133,975-68.4% | $55,167-23.3% |
| Participation rate | 63.3% | 84.3%-21.0pp | 87.1%-23.8pp | 69.0%-5.7pp |
| Annual return | 5.32% | 12.11%-6.8pp | 29.29%-24.0pp | 169.23%-163.9pp |
| Employer contribution / active EE | $903 | $3,064-70.5% | $5,211-82.7% | $1,963-54.0% |
| Participant deferral / active EE | $1,982 | $4,678-57.6% | $6,282-68.4% | $3,054-35.1% |
| Admin fee / account holder | $60 | $458-86.9% | $9,324-99.4% | $504-88.1% |