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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,560 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,939 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,716 | $41,854-24.2% | $73,836-57.0% | $52,331-39.4% |
| Participation rate | 59.3% | 66.2%-7.0pp | 73.4%-14.2pp | 68.1%-8.8pp |
| Annual return | 0.30% | 2.11%-1.8pp | 2268.06%-2267.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $580 | $1,920-69.8% | $2,787-79.2% | $1,882-69.2% |
| Participant deferral / active EE | $1,338 | $2,498-46.4% | $3,583-62.7% | $3,022-55.7% |
| Admin fee / account holder | $127 | $493-74.3% | $4,882-97.4% | $592-78.6% |