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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $10,634 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,252 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,865 | $43,423-52.0% | $78,676-73.5% | $55,167-62.2% |
| Participation rate | 86.3% | 68.0%+18.3pp | 73.6%+12.7pp | 69.0%+17.3pp |
| Annual return | 4.64% | 11.53%-6.9pp | 62.19%-57.5pp | 169.23%-164.6pp |
| Employer contribution / active EE | $1,175 | $1,997-41.2% | $2,850-58.8% | $1,963-40.1% |
| Participant deferral / active EE | $2,075 | $2,509-17.3% | $3,517-41.0% | $3,054-32.0% |
| Admin fee / account holder | $35 | $416-91.5% | $4,510-99.2% | $504-93.0% |