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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,561 |
Service code 10 · EIN 26-2728289 | Accounting | $7,625 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,352 |
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 | $100,606 | $55,453+81.4% | $170,435-41.0% | $62,293+61.5% |
| Participation rate | 87.6% | 66.4%+21.2pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 12.93% | 21.38%-8.4pp | 205.94%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,614 | $2,164+20.8% | $5,432-51.9% | $2,042+28.0% |
| Participant deferral / active EE | $3,908 | $2,303+69.7% | $4,939-20.9% | $3,169+23.3% |
| Admin fee / account holder | $10 | $455-97.7% | $13,881-99.9% | $479-97.8% |