Filed September 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,882 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,667 |
CONTAINER GRAPHICS CORP1 year Filed as: CONTAINER GRAPHICS CORP. Service code 38 · EIN 34-0868051 | Participant Communication | $5,978 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,354 | $85,135+37.8% | $98,920+18.6% | $73,412+59.9% |
| Participation rate | 82.1% | 81.1%+0.9pp | 76.0%+6.0pp | 72.2%+9.9pp |
| Annual return | 14.71% | 19.14%-4.4pp | 196.47%-181.8pp | 59.30%-44.6pp |
| Employer contribution / active EE | $518 | $2,721-81.0% | $2,689-80.8% | $2,234-76.8% |
| Participant deferral / active EE | $3,873 | $4,349-11.0% | $4,245-8.8% | $3,806+1.8% |
| Admin fee / account holder | $22 | $139-84.2% | $6,643-99.7% | $158-86.1% |