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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,911 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $18,580 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $7,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,152 | $69,823-38.2% | $76,872-43.9% | $74,460-42.0% |
| Participation rate | 97.2% | 70.0%+27.2pp | 69.6%+27.6pp | 70.7%+26.5pp |
| Annual return | 21.84% | 19.99%+1.8pp | 37.90%-16.1pp | 34.38%-12.5pp |
| Employer contribution / active EE | $3,729 | $2,148+73.6% | $2,533+47.2% | $2,638+41.4% |
| Participant deferral / active EE | $5,736 | $3,558+61.2% | $3,832+49.7% | $4,530+26.6% |
| Admin fee / account holder | $169 | $398-57.5% | $5,476-96.9% | $348-51.4% |