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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,747 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,402 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,832 | $55,453-42.6% | $170,435-81.3% | $62,293-48.9% |
| Participation rate | 72.9% | 66.4%+6.5pp | 83.6%-10.7pp | 69.5%+3.3pp |
| Annual return | 11.79% | 21.38%-9.6pp | 205.94%-194.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $933 | $2,164-56.9% | $5,432-82.8% | $2,042-54.3% |
| Participant deferral / active EE | $1,400 | $2,303-39.2% | $4,939-71.7% | $3,169-55.8% |
| Admin fee / account holder | $21 | $455-95.3% | $13,881-99.8% | $479-95.6% |