Filed June 18, 2019 (most recent of 2 filings on file)
Total covered: 4,192 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,863 |
Service code 27 · EIN 46-0615386 | Advisory (Plan) | $49,439 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,077 |
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 | $41,542 | $44,989-7.7% | $170,435-75.6% | $77,958-46.7% |
| Participation rate | 48.5% | 64.6%-16.1pp | 83.6%-35.1pp | 71.6%-23.2pp |
| Annual return | 16.84% | 19.61%-2.8pp | 205.94%-189.1pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,496 | $1,466+2.0% | $5,432-72.5% | $2,310-35.3% |
| Participant deferral / active EE | $2,636 | $2,208+19.4% | $4,939-46.6% | $3,537-25.5% |
| Admin fee / account holder | $59 | $69-14.3% | $13,881-99.6% | $97-39.3% |