Filed December 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $71,579 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $70,708 |
TIAA3 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $40,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,901 | $105,581+4.1% | $70,449+56.0% | $90,288+21.7% |
| Participation rate | 27.2% | 77.5%-50.4pp | 75.1%-47.9pp | 73.4%-46.2pp |
| Annual return | 7.08% | 14.78%-7.7pp | 109.03%-102.0pp | 53.97%-46.9pp |
| Employer contribution / active EE | $2,385 | $3,304-27.8% | $2,737-12.8% | $2,524-5.5% |
| Participant deferral / active EE | $3,146 | $3,813-17.5% | $3,709-15.2% | $4,232-25.7% |
| Admin fee / account holder | $178 | $68+163.4% | $3,845-95.4% | $114+55.9% |