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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,619 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,122 |
BREWSTER & BREWSTER, INC.5+ years Filed as: BREWSTER & BREWSTER Service code 13 · EIN 34-1842059 | Contract Administrator | $12,348 |
LPL FINANCIAL1 year Filed as: LPL FINANACIAL LLC - RPCP Service code 27 | Advisory (Plan) | $5 |
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).
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 | $9,761 | $58,895-83.4% | $178,503-94.5% | $73,497-86.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.46% | 24.86%-14.4pp | 151.12%-140.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $1,186 | $2,236-47.0% | $5,011-76.3% | $2,270-47.8% |
| Participant deferral / active EE | $1,794 | $2,567-30.1% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $204 | $400-49.1% | $13,987-98.5% | $513-60.3% |