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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,990 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,983 | $64,909-83.1% | $82,312-86.7% | $62,293-82.4% |
| Participation rate | 61.5% | 74.9%-13.4pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 17.82% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $663 | $1,676-60.4% | $2,428-72.7% | $2,042-67.5% |
| Participant deferral / active EE | $1,088 | $3,103-64.9% | $3,706-70.6% | $3,169-65.7% |
| Admin fee / account holder | $135 | $440-69.3% | $5,608-97.6% | $479-71.8% |