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 | $86,795-66.8% | $67,681-57.4% | $64,728-55.5% |
| Participation rate | 72.5% | 71.7%+0.8pp | 73.7%-1.3pp | 57.9%+14.6pp |
| Annual return | 10.24% | 12.58%-2.3pp | 590.58%-580.3pp | 49.38%-39.1pp |
| Employer contribution / active EE | $2,106 | $2,837-25.8% | $2,678-21.4% | $2,243-6.1% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $73 | $238-69.2% | $6,100-98.8% | $1,145-93.6% |