Filed May 26, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $44,538 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,178 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,942 | $91,692-70.6% | $67,561-60.1% | $77,714-65.3% |
| Participation rate | 72.2% | 76.0%-3.8pp | 72.9%-0.7pp | 70.6%+1.6pp |
| Annual return | 12.14% | 14.88%-2.7pp | 3525.44%-3513.3pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,933 | $3,188-39.4% | $2,735-29.3% | $2,727-29.1% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,649-100.0% |
| Admin fee / account holder | $68 | $245-72.3% | $4,006-98.3% | $433-84.4% |