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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,172 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,676 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,813 | $65,118+25.6% | $76,766+6.6% | $55,725+46.8% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.4pp | 70.9%+25.6pp |
| Annual return | -7.36% | -1.27%-6.1pp | 2.43%-9.8pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,916 | $1,941-1.3% | $2,485-22.9% | $2,078-7.8% |
| Participant deferral / active EE | $6,027 | $3,688+63.4% | $3,851+56.5% | $3,356+79.6% |
| Admin fee / account holder | $22 | $116-81.0% | $6,675-99.7% | $115-80.9% |