Filed February 19, 2026
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $13,397 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,802 | $65,960-77.6% | $81,844-81.9% | $77,736-81.0% |
| Participation rate | 93.3% | 65.8%+27.5pp | 72.4%+20.9pp | 70.6%+22.7pp |
| Annual return | 15.51% | 26.64%-11.1pp | 778.87%-763.4pp | 31.26%-15.7pp |
| Employer contribution / active EE | $1,137 | $2,375-52.1% | $2,916-61.0% | $2,728-58.3% |
| Participant deferral / active EE | $1,796 | $3,505-48.8% | $4,323-58.5% | $4,651-61.4% |
| Admin fee / account holder | $3 | $526-99.4% | $7,355-100.0% | $433-99.3% |