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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,792 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,620 |
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 | $47,452 | $46,464+2.1% | $150,298-68.4% | $79,634-40.4% |
| Participation rate | 40.6% | 57.0%-16.4pp | 77.8%-37.2pp | 62.5%-21.9pp |
| Annual return | 14.08% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.4pp |
| Employer contribution / active EE | $933 | $1,512-38.3% | $4,154-77.5% | $2,529-63.1% |
| Participant deferral / active EE | $1,158 | $2,157-46.3% | $5,453-78.8% | $3,835-69.8% |
| Admin fee / account holder | $226 | $891-74.6% | $14,116-98.4% | $1,002-77.4% |