Filed May 26, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $51,036 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,070 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,818 | $84,045-65.7% | $77,361-62.7% | $69,255-58.4% |
| Participation rate | 72.5% | 71.8%+0.7pp | 75.0%-2.5pp | 69.0%+3.4pp |
| Annual return | 10.24% | 12.46%-2.2pp | 1011.54%-1001.3pp | 26.73%-16.5pp |
| Employer contribution / active EE | $2,106 | $2,954-28.7% | $2,990-29.6% | $2,645-20.4% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $73 | $239-69.3% | $5,894-98.8% | $733-90.0% |