Filed July 12, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,867 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,038 |
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 | $117,777 | $52,722+123.4% | $90,440+30.2% | $73,412+60.4% |
| Participation rate | 92.0% | 67.7%+24.3pp | 72.7%+19.3pp | 72.2%+19.8pp |
| Annual return | 15.37% | 20.70%-5.3pp | 1294.38%-1279.0pp | 59.30%-43.9pp |
| Employer contribution / active EE | $6,738 | $1,872+260.0% | $3,263+106.5% | $2,234+201.6% |
| Participant deferral / active EE | $6,307 | $2,810+124.5% | $3,964+59.1% | $3,806+65.7% |
| Admin fee / account holder | $142 | $117+21.4% | $5,615-97.5% | $158-10.2% |