Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,271 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,373 |
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 | $98,577 | $43,999+124.0% | $79,464+24.1% | $55,725+76.9% |
| Participation rate | 84.0% | 66.9%+17.1pp | 73.3%+10.7pp | 70.9%+13.2pp |
| Annual return | -4.46% | 1.81%-6.3pp | 718.14%-722.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,768 | $1,830+106.0% | $2,800+34.6% | $2,078+81.3% |
| Participant deferral / active EE | $3,977 | $2,538+56.7% | $3,704+7.4% | $3,356+18.5% |
| Admin fee / account holder | $13 | $118-88.6% | $5,113-99.7% | $115-88.4% |