Filed February 12, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $28,656 |
INVESTMENT CENTERS OF AMERICA1+ years Service code 49 · EIN 45-0389744 | Other Services | $18,227 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,792 |
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 | $78,268 | $43,999+77.9% | $79,472-1.5% | $55,727+40.4% |
| Participation rate | 95.5% | 66.9%+28.6pp | 73.3%+22.2pp | 70.9%+24.7pp |
| Annual return | -2.82% | 1.81%-4.6pp | 718.32%-721.1pp | 244.94%-247.8pp |
| Employer contribution / active EE | $2,764 | $1,830+51.1% | $2,801-1.3% | $2,078+33.0% |
| Participant deferral / active EE | $3,953 | $2,538+55.7% | $3,704+6.7% | $3,356+17.8% |
| Admin fee / account holder | $15 | $118-87.1% | $5,104-99.7% | $115-86.8% |