Filed February 12, 2019 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,787 |
INVESTMENT CENTERS OF AMERICA2+ years Service code 49 | Other Services | $30,014 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,086 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,573 | $54,237+52.2% | $90,336-8.6% | $67,584+22.2% |
| Participation rate | 71.6% | 68.6%+3.0pp | 73.3%-1.7pp | 71.3%+0.3pp |
| Annual return | 19.97% | 37.27%-17.3pp | 78.15%-58.2pp | 378.59%-358.6pp |
| Employer contribution / active EE | $2,163 | $1,846+17.2% | $2,856-24.3% | $2,148+0.7% |
| Participant deferral / active EE | $3,065 | $2,625+16.7% | $3,886-21.1% | $3,540-13.4% |
| Admin fee / account holder | $226 | $123+83.4% | $5,357-95.8% | $142+59.0% |