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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,179 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,810 |
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 | $26,865 | $47,977-44.0% | $154,108-82.6% | $56,289-52.3% |
| Participation rate | 79.2% | 66.2%+13.0pp | 83.0%-3.9pp | 69.9%+9.3pp |
| Annual return | -3.11% | 3.54%-6.6pp | 735.21%-738.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,009 | $2,169-53.5% | $5,298-81.0% | $2,111-52.2% |
| Participant deferral / active EE | $1,547 | $2,392-35.3% | $5,081-69.6% | $3,350-53.8% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |