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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,017 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,817 |
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 | $28,740 | $44,873-36.0% | $79,467-63.8% | $56,289-48.9% |
| Participation rate | 74.2% | 68.7%+5.5pp | 73.3%+0.9pp | 69.9%+4.4pp |
| Annual return | -4.58% | 0.81%-5.4pp | 718.30%-722.9pp | -9.96%+5.4pp |
| Employer contribution / active EE | $765 | $2,140-64.2% | $2,800-72.7% | $2,111-63.7% |
| Participant deferral / active EE | $1,805 | $2,746-34.3% | $3,704-51.3% | $3,350-46.1% |
| Admin fee / account holder | $126 | $418-70.0% | $5,104-97.5% | $521-75.9% |