Filed May 26, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $49,989 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,939 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,094 | $79,151-72.1% | $60,919-63.7% | $64,824-65.9% |
| Participation rate | 88.2% | 77.7%+10.5pp | 73.1%+15.1pp | 71.5%+16.8pp |
| Annual return | -14.52% | -7.12%-7.4pp | 16.96%-31.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $2,106 | $3,052-31.0% | $2,704-22.1% | $2,507-16.0% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $92 | $106-12.8% | $3,228-97.1% | $188-50.9% |