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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,139 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,606 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,565 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,702 | $59,186+11.0% | $76,766-14.4% | $56,287+16.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 77.0%+16.8pp | 69.9%+23.9pp |
| Annual return | -2.88% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $726 | $1,759-58.7% | $2,485-70.8% | $2,111-65.6% |
| Participant deferral / active EE | $4,833 | $3,255+48.5% | $3,851+25.5% | $3,350+44.3% |
| Admin fee / account holder | $217 | $489-55.7% | $6,675-96.8% | $521-58.4% |