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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,529 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,237 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,870 | $36,916-54.3% | $156,551-89.2% | $57,658-70.7% |
| Participation rate | 80.8% | 63.4%+17.4pp | 84.0%-3.2pp | 70.2%+10.6pp |
| Annual return | -0.57% | 12.38%-12.9pp | 32.23%-32.8pp | 5.13%-5.7pp |
| Employer contribution / active EE | $377 | $1,571-76.0% | $5,501-93.1% | $1,974-80.9% |
| Participant deferral / active EE | $1,237 | $1,926-35.8% | $4,871-74.6% | $3,061-59.6% |
| Admin fee / account holder | $77 | $82-6.8% | $13,028-99.4% | $95-18.7% |