Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,088 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · DAN DIEGO, CA 92121 | Other Commissions | $7,121 |
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.
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 | $47,744 | $89,739-46.8% | $149,721-68.1% | $62,293-23.4% |
| Participation rate | 66.4% | 85.1%-18.7pp | 87.1%-20.7pp | 69.5%-3.1pp |
| Annual return | 18.46% | 21.01%-2.5pp | 1501.67%-1483.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,326 | $3,233-59.0% | $5,444-75.6% | $2,042-35.1% |
| Participant deferral / active EE | $2,075 | $4,797-56.7% | $6,568-68.4% | $3,169-34.5% |
| Admin fee / account holder | $53 | $551-90.3% | $11,282-99.5% | $479-88.9% |