Filed January 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $26,603 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,078 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 11 · EIN 22-2116608 | Actuarial | $17,548 |
PARK AVENUE SECURITIES LLC2+ years Service code 49 · EIN 13-4023176 | Other Services | $0 |
PRCA1 year Filed as: PRCA LLC Service code 49 · EIN 45-4208939 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,659 | $80,354-55.6% | $133,975-73.4% | $63,975-44.3% |
| Participation rate | 45.7% | 87.5%-41.8pp | 87.1%-41.3pp | 71.1%-25.4pp |
| Annual return | 16.23% | 13.11%+3.1pp | 29.29%-13.1pp | 48.65%-32.4pp |
| Employer contribution / active EE | $457 | $3,503-87.0% | $5,211-91.2% | $2,182-79.1% |
| Participant deferral / active EE | $3,552 | $5,239-32.2% | $6,282-43.5% | $3,356+5.8% |
| Admin fee / account holder | $33 | $69-52.6% | $9,324-99.6% | $70-53.4% |