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 | $93,351-62.2% | $62,929-43.9% | $79,634-55.7% |
| Participation rate | 38.9% | 74.6%-35.7pp | 73.1%-34.2pp | 62.5%-23.6pp |
| Annual return | 11.19% | 14.37%-3.2pp | 1063.93%-1052.7pp | 36.46%-25.3pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,566 | $3,921-60.1% | $3,888-59.7% | $3,835-59.2% |
| Admin fee / account holder | $106 | $229-53.6% | $5,065-97.9% | $1,002-89.4% |