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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,227 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 49 · EIN 93-0987232 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,671 | $52,293-71.9% | $178,490-91.8% | $73,409-80.0% |
| Participation rate | 90.1% | 65.3%+24.7pp | 81.9%+8.1pp | 72.2%+17.9pp |
| Annual return | 10.51% | 34.75%-24.2pp | 151.07%-140.6pp | 59.29%-48.8pp |
| Employer contribution / active EE | $449 | $1,735-74.1% | $5,011-91.0% | $2,234-79.9% |
| Participant deferral / active EE | $1,202 | $2,332-48.5% | $5,202-76.9% | $3,805-68.4% |
| Admin fee / account holder | $123 | $127-3.3% | $13,984-99.1% | $158-22.0% |