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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $280,106 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $35,381 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $15,930 |
Service code 49 · EIN 20-0072992 | Other Services | $12,630 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,420 | $56,095-52.9% | $178,503-85.2% | $90,274-70.7% |
| Participation rate | 69.3% | 65.6%+3.7pp | 81.9%-12.7pp | 73.4%-4.1pp |
| Annual return | 14.74% | 28.81%-14.1pp | 151.12%-136.4pp | 53.97%-39.2pp |
| Employer contribution / active EE | $785 | $1,572-50.1% | $5,011-84.3% | $2,523-68.9% |
| Participant deferral / active EE | $1,755 | $2,669-34.2% | $5,202-66.3% | $4,231-58.5% |
| Admin fee / account holder | $69 | $101-31.0% | $13,987-99.5% | $114-39.1% |