Filed May 26, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $86,795-59.3% | $67,681-47.8% | $64,728-45.5% |
| Participation rate | 38.9% | 71.7%-32.7pp | 73.7%-34.8pp | 57.9%-19.0pp |
| Annual return | 11.19% | 12.58%-1.4pp | 590.58%-579.4pp | 49.38%-38.2pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,566 | $3,430-54.3% | $3,976-60.6% | $2,729-42.6% |
| Admin fee / account holder | $106 | $238-55.4% | $6,100-98.3% | $1,145-90.7% |