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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $9,776 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,437 |
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 | $68,263 | $72,770-6.2% | $67,653+0.9% | $55,191+23.7% |
| Participation rate | 99.3% | 78.8%+20.5pp | 75.7%+23.6pp | 69.2%+30.1pp |
| Annual return | 0.06% | -3.26%+3.3pp | 6625.22%-6625.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,608 | $1,769-9.1% | $2,266-29.0% | $1,899-15.3% |
| Participant deferral / active EE | $4,822 | $3,408+41.5% | $3,560+35.5% | $3,046+58.3% |
| Admin fee / account holder | $22 | $79-72.4% | $4,821-99.5% | $91-76.0% |