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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,210 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $19,753 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 49 · EIN 04-2530412 | Other Services | $10,913 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
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 | $40,650 | $36,916+10.1% | $156,551-74.0% | $57,658-29.5% |
| Participation rate | 40.7% | 63.4%-22.8pp | 84.0%-43.4pp | 70.2%-29.6pp |
| Annual return | 6.09% | 12.38%-6.3pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $334 | $1,571-78.7% | $5,501-93.9% | $1,974-83.1% |
| Participant deferral / active EE | $1,401 | $1,926-27.2% | $4,871-71.2% | $3,061-54.2% |
| Admin fee / account holder | $79 | $82-4.6% | $13,028-99.4% | $95-16.7% |