Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,712 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,736 |
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 | $113,372 | $54,237+109.0% | $90,300+25.6% | $67,579+67.8% |
| Participation rate | 86.1% | 68.6%+17.5pp | 73.3%+12.8pp | 71.3%+14.8pp |
| Annual return | 24.56% | 37.27%-12.7pp | 78.11%-53.6pp | 378.56%-354.0pp |
| Employer contribution / active EE | $5,937 | $1,846+221.6% | $2,854+108.0% | $2,148+176.4% |
| Participant deferral / active EE | $6,086 | $2,625+131.8% | $3,884+56.7% | $3,539+72.0% |
| Admin fee / account holder | $19 | $123-84.4% | $5,353-99.6% | $142-86.5% |