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 |
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 | $117,777 | $52,670+123.6% | $90,404+30.3% | $73,409+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 | 1293.02%-1277.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $6,738 | $1,872+260.0% | $3,262+106.6% | $2,234+201.6% |
| Participant deferral / active EE | $6,307 | $2,807+124.7% | $3,963+59.1% | $3,805+65.7% |
| Admin fee / account holder | $142 | $117+21.4% | $5,611-97.5% | $158-10.2% |