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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $4,140 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,306 | $46,360-13.1% | $147,617-72.7% | $52,331-23.0% |
| Participation rate | 55.4% | 64.9%-9.6pp | 84.6%-29.2pp | 68.1%-12.7pp |
| Annual return | 0.13% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $824 | $2,126-61.3% | $5,564-85.2% | $1,882-56.2% |
| Participant deferral / active EE | $1,174 | $2,258-48.0% | $4,895-76.0% | $3,022-61.1% |
| Admin fee / account holder | $26 | $766-96.7% | $11,612-99.8% | $592-95.7% |