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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,698 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,640 |
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 | $29,489 | $58,895-49.9% | $178,503-83.5% | $73,497-59.9% |
| Participation rate | 97.2% | 66.2%+31.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 14.23% | 24.86%-10.6pp | 151.12%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,142 | $2,236-48.9% | $5,011-77.2% | $2,270-49.7% |
| Participant deferral / active EE | $1,842 | $2,567-28.2% | $5,202-64.6% | $3,740-50.7% |
| Admin fee / account holder | $24 | $400-94.1% | $13,987-99.8% | $513-95.4% |