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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,258 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,390 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,438 | $43,423-25.3% | $78,676-58.8% | $55,167-41.2% |
| Participation rate | 62.8% | 68.0%-5.3pp | 73.6%-10.8pp | 69.0%-6.2pp |
| Annual return | 6.05% | 11.53%-5.5pp | 62.19%-56.1pp | 169.23%-163.2pp |
| Employer contribution / active EE | $572 | $1,997-71.3% | $2,850-79.9% | $1,963-70.8% |
| Participant deferral / active EE | $1,392 | $2,509-44.5% | $3,517-60.4% | $3,054-54.4% |
| Admin fee / account holder | $116 | $416-72.1% | $4,510-97.4% | $504-77.0% |