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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,833 |
PENSION WORKS, INC.3+ years Service code 10 · EIN 03-0359635 | Accounting | $24,637 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,520 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,358 | $75,284-73.0% | $91,004-77.6% | $69,631-70.8% |
| Participation rate | 99.3% | 80.4%+18.9pp | 75.6%+23.7pp | 70.7%+28.6pp |
| Annual return | 15.40% | 48.40%-33.0pp | 4.60%+10.8pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,273 | $2,473-48.5% | $2,456-48.1% | $2,032-37.3% |
| Participant deferral / active EE | $2,141 | $3,700-42.1% | $3,548-39.7% | $3,224-33.6% |
| Admin fee / account holder | $249 | $111+124.8% | $5,417-95.4% | $110+125.0% |