Filed August 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,156 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,858 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,349 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,989 | $45,000-46.7% | $143,788-83.3% | $77,906-69.2% |
| Participation rate | 26.7% | 66.8%-40.1pp | 80.3%-53.6pp | 73.7%-47.0pp |
| Annual return | -16.13% | 29.03%-45.2pp | -0.03%-16.1pp | 12.16%-28.3pp |
| Employer contribution / active EE | $309 | $1,870-83.5% | $4,952-93.8% | $2,846-89.1% |
| Participant deferral / active EE | $1,304 | $3,157-58.7% | $5,638-76.9% | $4,805-72.9% |
| Admin fee / account holder | $195 | $98+98.0% | $14,675-98.7% | $133+47.0% |