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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,901 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,515 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,790 | $61,166+131.8% | $185,849-23.7% | $79,391+78.6% |
| Participation rate | 87.1% | 66.6%+20.5pp | 81.7%+5.4pp | 70.7%+16.4pp |
| Annual return | 13.99% | 19.45%-5.5pp | 122.10%-108.1pp | 116.88%-102.9pp |
| Employer contribution / active EE | $3,021 | $2,321+30.2% | $5,169-41.6% | $2,428+24.4% |
| Participant deferral / active EE | $4,067 | $2,789+45.8% | $5,569-27.0% | $4,046+0.5% |
| Admin fee / account holder | $17 | $710-97.6% | $16,244-99.9% | $627-97.3% |