Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $13,090 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,543 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,885 | $137,414-33.9% | $189,545-52.1% | $85,851+5.9% |
| Participation rate | 75.6% | 84.6%-9.1pp | 87.8%-12.2pp | 69.3%+6.2pp |
| Annual return | 11.09% | 38.14%-27.1pp | 555.36%-544.3pp | 318.63%-307.5pp |
| Employer contribution / active EE | $1,945 | $4,344-55.2% | $6,162-68.4% | $2,565-24.2% |
| Participant deferral / active EE | $3,481 | $6,260-44.4% | $8,220-57.6% | $3,952-11.9% |
| Admin fee / account holder | $53 | $8,630-99.4% | $12,049-99.6% | $6,261-99.1% |