Filed August 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,027 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLP - RPCP Service code 27 | Advisory (Plan) | $31,723 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC- RPCE Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,573 | $56,095-54.4% | $178,499-85.7% | $90,274-71.7% |
| Participation rate | 20.9% | 65.6%-44.6pp | 81.9%-61.0pp | 73.4%-52.4pp |
| Annual return | 20.96% | 28.81%-7.8pp | 151.10%-130.1pp | 53.97%-33.0pp |
| Employer contribution / active EE | $234 | $1,572-85.1% | $5,011-95.3% | $2,523-90.7% |
| Participant deferral / active EE | $884 | $2,669-66.9% | $5,202-83.0% | $4,231-79.1% |
| Admin fee / account holder | $212 | $101+110.3% | $13,986-98.5% | $114+85.5% |