Filed June 18, 2019 (most recent of 2 filings on file)
Total covered: 4,192 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $52,152 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,647 |
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 | $26,878 | $37,039-27.4% | $147,617-81.8% | $59,188-54.6% |
| Participation rate | 43.2% | 63.8%-20.6pp | 84.6%-41.4pp | 69.4%-26.2pp |
| Annual return | 1.42% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $1,058 | $1,353-21.8% | $5,564-81.0% | $2,098-49.6% |
| Participant deferral / active EE | $1,825 | $2,094-12.9% | $4,895-62.7% | $3,265-44.1% |
| Admin fee / account holder | $19 | $60-69.3% | $11,612-99.8% | $92-79.9% |