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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $92,497 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $203,987 | $54,320+275.5% | $67,653+201.5% | $52,331+289.8% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.7%+23.8pp | 68.1%+31.3pp |
| Annual return | 0.24% | 6.81%-6.6pp | 6625.22%-6625.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $5,174 | $1,544+235.2% | $2,266+128.4% | $1,882+175.0% |
| Participant deferral / active EE | $5,893 | $2,950+99.7% | $3,560+65.5% | $3,022+95.0% |
| Admin fee / account holder | $469 | $527-11.0% | $4,821-90.3% | $592-20.8% |