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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,528 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,394 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,200 | $65,125-59.8% | $143,797-81.8% | $66,949-60.9% |
| Participation rate | 85.3% | 65.2%+20.1pp | 80.3%+5.0pp | 69.8%+15.5pp |
| Annual return | -14.43% | -11.13%-3.3pp | -0.04%-14.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $1,149 | $2,362-51.4% | $4,952-76.8% | $2,545-54.8% |
| Participant deferral / active EE | $1,823 | $2,920-37.6% | $5,638-67.7% | $4,239-57.0% |
| Admin fee / account holder | $29 | $503-94.2% | $14,679-99.8% | $594-95.1% |