Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,374 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,100 | $58,895+114.1% | $178,503-29.4% | $73,497+71.6% |
| Participation rate | 87.6% | 66.2%+21.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 13.52% | 24.86%-11.3pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,883 | $2,236+29.0% | $5,011-42.5% | $2,270+27.0% |
| Participant deferral / active EE | $3,724 | $2,567+45.1% | $5,202-28.4% | $3,740-0.4% |
| Admin fee / account holder | $14 | $400-96.6% | $13,987-99.9% | $513-97.3% |