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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,807 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,269 |
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 | $110,087 | $52,967+107.8% | $172,753-36.3% | $65,186+68.9% |
| Participation rate | 90.7% | 66.2%+24.5pp | 82.6%+8.1pp | 70.2%+20.5pp |
| Annual return | 17.38% | 30.12%-12.7pp | 803.00%-785.6pp | 29.39%-12.0pp |
| Employer contribution / active EE | $2,794 | $2,190+27.6% | $5,144-45.7% | $2,177+28.3% |
| Participant deferral / active EE | $3,844 | $2,471+55.6% | $5,198-26.0% | $3,514+9.4% |
| Admin fee / account holder | $16 | $472-96.7% | $13,956-99.9% | $847-98.2% |