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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,239 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,111 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,623 | $61,172-51.6% | $185,851-84.1% | $79,389-62.7% |
| Participation rate | 96.6% | 66.6%+30.0pp | 81.7%+14.9pp | 70.7%+25.9pp |
| Annual return | 12.09% | 19.45%-7.4pp | 122.11%-110.0pp | 116.89%-104.8pp |
| Employer contribution / active EE | $1,370 | $2,321-41.0% | $5,168-73.5% | $2,428-43.6% |
| Participant deferral / active EE | $2,157 | $2,788-22.6% | $5,569-61.3% | $4,046-46.7% |
| Admin fee / account holder | $28 | $710-96.1% | $16,245-99.8% | $626-95.6% |