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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,853 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,712 | $55,415-42.8% | $155,509-79.6% | $74,495-57.4% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 11.00% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $814 | $2,267-64.1% | $4,672-82.6% | $2,623-69.0% |
| Participant deferral / active EE | $3,406 | $2,836+20.1% | $5,626-39.5% | $4,346-21.6% |
| Admin fee / account holder | $179 | $1,738-89.7% | $15,912-98.9% | $1,942-90.8% |