Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,796 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,914 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,427 | $46,100+120.0% | $86,590+17.1% | $69,631+45.7% |
| Participation rate | 86.8% | 67.2%+19.6pp | 73.5%+13.2pp | 70.7%+16.1pp |
| Annual return | 13.11% | 21.02%-7.9pp | 964.84%-951.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $5,600 | $1,850+202.7% | $2,839+97.2% | $2,032+175.6% |
| Participant deferral / active EE | $5,228 | $2,432+115.0% | $3,609+44.9% | $3,224+62.2% |
| Admin fee / account holder | $26 | $94-72.2% | $4,906-99.5% | $110-76.4% |