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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,154 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,453 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 27 · EIN 35-1151034 | Advisory (Plan) | $9,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,238 | $50,902-19.0% | $155,534-73.5% | $77,736-47.0% |
| Participation rate | 36.7% | 63.1%-26.4pp | 78.2%-41.5pp | 70.6%-33.9pp |
| Annual return | 14.21% | 34.85%-20.6pp | 64.92%-50.7pp | 31.26%-17.1pp |
| Employer contribution / active EE | $755 | $1,991-62.1% | $4,675-83.8% | $2,728-72.3% |
| Participant deferral / active EE | $954 | $2,824-66.2% | $5,630-83.1% | $4,651-79.5% |
| Admin fee / account holder | $201 | $437-53.9% | $15,900-98.7% | $433-53.6% |