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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,530 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,893 |
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 | $91,241 | $46,732+95.2% | $156,551-41.7% | $55,167+65.4% |
| Participation rate | 87.8% | 65.8%+22.0pp | 84.0%+3.8pp | 69.0%+18.8pp |
| Annual return | 6.25% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,836 | $2,105+34.7% | $5,501-48.5% | $1,963+44.5% |
| Participant deferral / active EE | $4,089 | $2,204+85.5% | $4,871-16.1% | $3,054+33.9% |
| Admin fee / account holder | $22 | $418-94.7% | $13,028-99.8% | $504-95.6% |