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 | $44,722 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,306 | $84,045-58.0% | $77,361-54.4% | $69,255-49.0% |
| Participation rate | 38.9% | 71.8%-32.9pp | 75.0%-36.0pp | 69.0%-30.1pp |
| Annual return | 11.19% | 12.46%-1.3pp | 1011.54%-1000.4pp | 26.73%-15.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $2,990-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,566 | $3,349-53.2% | $3,911-60.0% | $2,890-45.8% |
| Admin fee / account holder | $106 | $239-55.5% | $5,894-98.2% | $733-85.5% |