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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,380 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,334 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,446 | $52,967-52.0% | $172,753-85.3% | $65,186-61.0% |
| Participation rate | 97.1% | 66.2%+30.9pp | 82.6%+14.4pp | 70.2%+26.9pp |
| Annual return | 17.50% | 30.12%-12.6pp | 803.00%-785.5pp | 29.39%-11.9pp |
| Employer contribution / active EE | $1,048 | $2,190-52.1% | $5,144-79.6% | $2,177-51.8% |
| Participant deferral / active EE | $1,779 | $2,471-28.0% | $5,198-65.8% | $3,514-49.4% |
| Admin fee / account holder | $22 | $472-95.3% | $13,956-99.8% | $847-97.4% |