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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $17,243 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,013 |
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 | $91,912 | $46,360+98.3% | $147,617-37.7% | $52,331+75.6% |
| Participation rate | 90.1% | 64.9%+25.1pp | 84.6%+5.5pp | 68.1%+22.0pp |
| Annual return | 1.40% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,060 | $2,126+43.9% | $5,564-45.0% | $1,882+62.6% |
| Participant deferral / active EE | $4,200 | $2,258+86.0% | $4,895-14.2% | $3,022+39.0% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.3% |