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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $21,268 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,697 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 49 · EIN 04-2530412 | Other Services | $10,387 |
LPL FINANCIAL3+ 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 | $45,982 | $46,173-0.4% | $170,435-73.0% | $69,631-34.0% |
| Participation rate | 44.0% | 63.9%-19.9pp | 83.6%-39.6pp | 70.7%-26.7pp |
| Annual return | 15.44% | 21.62%-6.2pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $378 | $1,610-76.5% | $5,432-93.0% | $2,032-81.4% |
| Participant deferral / active EE | $1,650 | $2,080-20.7% | $4,939-66.6% | $3,224-48.8% |
| Admin fee / account holder | $67 | $116-42.6% | $13,881-99.5% | $110-39.7% |