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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,793 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,114 |
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 | $99,966 | $47,977+108.4% | $154,108-35.1% | $56,289+77.6% |
| Participation rate | 88.6% | 66.2%+22.5pp | 83.0%+5.6pp | 69.9%+18.8pp |
| Annual return | -2.93% | 3.54%-6.5pp | 735.21%-738.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,844 | $2,169+31.2% | $5,298-46.3% | $2,111+34.7% |
| Participant deferral / active EE | $3,955 | $2,392+65.3% | $5,081-22.2% | $3,350+18.1% |
| Admin fee / account holder | $16 | $438-96.4% | $13,411-99.9% | $521-97.0% |