Filed May 26, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $41,836 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,709 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,665 | $94,833-71.9% | $75,714-64.8% | $86,821-69.3% |
| Participation rate | 76.0% | 79.1%-3.1pp | 74.8%+1.2pp | 72.3%+3.7pp |
| Annual return | 25.98% | 16.91%+9.1pp | 104.62%-78.6pp | 97.94%-72.0pp |
| Employer contribution / active EE | $1,812 | $2,904-37.6% | $2,744-33.9% | $2,406-24.7% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $87 | $109-19.9% | $3,619-97.6% | $170-48.7% |