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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,564 |
Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $210 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $19,325 | $65,223-70.4% | $80,022-75.9% | $55,725-65.3% |
| Participation rate | 95.9% | 80.6%+15.3pp | 75.8%+20.0pp | 70.9%+25.0pp |
| Annual return | 0.73% | 7.59%-6.9pp | 11.22%-10.5pp | 244.93%-244.2pp |
| Employer contribution / active EE | $1,304 | $2,544-48.7% | $2,468-47.2% | $2,078-37.3% |
| Participant deferral / active EE | $2,233 | $3,881-42.5% | $3,686-39.4% | $3,356-33.5% |
| Admin fee / account holder | $144 | $114+25.7% | $6,521-97.8% | $115+24.6% |