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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,964 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,472 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,967 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,530 | $65,125+78.9% | $143,797-19.0% | $66,949+74.1% |
| Participation rate | 72.2% | 65.2%+7.0pp | 80.3%-8.1pp | 69.8%+2.4pp |
| Annual return | -13.92% | -11.13%-2.8pp | -0.04%-13.9pp | 1.57%-15.5pp |
| Employer contribution / active EE | $2,657 | $2,362+12.5% | $4,952-46.4% | $2,545+4.4% |
| Participant deferral / active EE | $3,295 | $2,920+12.8% | $5,638-41.6% | $4,239-22.3% |
| Admin fee / account holder | $19 | $503-96.1% | $14,679-99.9% | $594-96.7% |