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 | $37,986 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,981 |
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 | $33,442 | $91,692-63.5% | $67,561-50.5% | $77,714-57.0% |
| Participation rate | 37.7% | 76.0%-38.4pp | 72.9%-35.2pp | 70.6%-32.9pp |
| Annual return | 13.95% | 14.88%-0.9pp | 3525.44%-3511.5pp | 31.26%-17.3pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,472 | $3,912-62.4% | $4,003-63.2% | $4,649-68.3% |
| Admin fee / account holder | $111 | $245-54.8% | $4,006-97.2% | $433-74.5% |