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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,317 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,806 | $46,732-19.1% | $156,551-75.9% | $55,167-31.5% |
| Participation rate | 65.1% | 65.8%-0.7pp | 84.0%-18.9pp | 69.0%-3.9pp |
| Annual return | 4.94% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $864 | $2,105-59.0% | $5,501-84.3% | $1,963-56.0% |
| Participant deferral / active EE | $1,270 | $2,204-42.4% | $4,871-73.9% | $3,054-58.4% |
| Admin fee / account holder | $25 | $418-94.1% | $13,028-99.8% | $504-95.1% |