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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,159 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $19,766 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 49 · EIN 04-2530412 | Other Services | $10,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,944 | $37,117+7.6% | $147,617-72.9% | $55,191-27.6% |
| Participation rate | 41.2% | 63.6%-22.4pp | 84.6%-43.4pp | 69.2%-28.0pp |
| Annual return | -0.97% | 3.44%-4.4pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $336 | $1,620-79.3% | $5,564-94.0% | $1,899-82.3% |
| Participant deferral / active EE | $1,299 | $1,985-34.6% | $4,895-73.5% | $3,046-57.4% |
| Admin fee / account holder | $89 | $86+3.6% | $11,612-99.2% | $91-2.3% |