Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $11,900 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,661 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,916 | $43,423+120.9% | $78,676+21.9% | $55,167+73.9% |
| Participation rate | 91.1% | 68.0%+23.0pp | 73.6%+17.5pp | 69.0%+22.1pp |
| Annual return | -0.91% | 11.53%-12.4pp | 62.19%-63.1pp | 169.23%-170.1pp |
| Employer contribution / active EE | $6,283 | $1,997+214.7% | $2,850+120.4% | $1,963+220.1% |
| Participant deferral / active EE | $6,045 | $2,509+141.0% | $3,517+71.9% | $3,054+97.9% |
| Admin fee / account holder | $21 | $416-95.0% | $4,510-99.5% | $504-95.9% |