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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,123 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,185 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,223 | $75,183-29.2% | $123,894-57.0% | $55,167-3.5% |
| Participation rate | 96.3% | 72.8%+23.5pp | 81.4%+14.9pp | 69.0%+27.3pp |
| Annual return | 9.00% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $549 | $2,823-80.5% | $4,617-88.1% | $1,963-72.0% |
| Participant deferral / active EE | $8,409 | $5,084+65.4% | $5,984+40.5% | $3,054+175.3% |
| Admin fee / account holder | $150 | $663-77.4% | $8,357-98.2% | $504-70.3% |