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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,019 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,424 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,381 | $54,590-49.8% | $81,716-66.5% | $73,493-62.7% |
| Participation rate | 89.2% | 68.3%+20.8pp | 72.0%+17.2pp | 70.7%+18.5pp |
| Annual return | 11.70% | 17.74%-6.0pp | 29.49%-17.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $314 | $1,636-80.8% | $4,310-92.7% | $2,270-86.1% |
| Participant deferral / active EE | $1,872 | $2,759-32.1% | $7,108-73.7% | $3,740-49.9% |
| Admin fee / account holder | $9 | $592-98.5% | $5,159-99.8% | $513-98.3% |