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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,758 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,072 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $30,986 | $50,637-38.8% | $86,582-64.2% | $62,293-50.3% |
| Participation rate | 72.0% | 67.9%+4.1pp | 73.5%-1.5pp | 69.5%+2.5pp |
| Annual return | 13.80% | 20.80%-7.0pp | 965.08%-951.3pp | 28.90%-15.1pp |
| Employer contribution / active EE | $627 | $2,075-69.8% | $2,839-77.9% | $2,042-69.3% |
| Participant deferral / active EE | $1,462 | $2,611-44.0% | $3,609-59.5% | $3,169-53.9% |
| Admin fee / account holder | $112 | $413-72.9% | $4,904-97.7% | $479-76.6% |