Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $11,213 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,902 |
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 | $55,576 | $94,529-41.2% | $140,019-60.3% | $64,173-13.4% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -0.12% | 7.77%-7.9pp | 651.17%-651.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,825 | $3,812-52.1% | $5,605-67.4% | $2,381-23.3% |
| Participant deferral / active EE | $3,013 | $5,250-42.6% | $6,927-56.5% | $3,470-13.2% |
| Admin fee / account holder | $98 | $6,741-98.5% | $10,705-99.1% | $4,887-98.0% |