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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $24,982 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,669 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $17,000 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 49 · EIN 04-2530412 | Other Services | $12,130 |
LPL FINANCIAL4+ 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 | $43,275 | $37,196+16.3% | $154,108-71.9% | $55,725-22.3% |
| Participation rate | 46.0% | 64.1%-18.1pp | 83.0%-37.0pp | 70.9%-24.8pp |
| Annual return | -5.77% | 1319.68%-1325.5pp | 735.21%-741.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $414 | $1,614-74.3% | $5,298-92.2% | $2,078-80.1% |
| Participant deferral / active EE | $1,932 | $2,068-6.6% | $5,081-62.0% | $3,356-42.4% |
| Admin fee / account holder | $66 | $102-35.0% | $13,411-99.5% | $115-42.7% |