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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL HOLDINGS INC. Service code 49 · EIN 04-3046611 | Other Services | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,209 |
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 | $69,269 | $72,770-4.8% | $67,652+2.4% | $55,191+25.5% |
| Participation rate | 99.1% | 78.8%+20.3pp | 75.7%+23.4pp | 69.2%+29.9pp |
| Annual return | -0.34% | -3.26%+2.9pp | 6625.40%-6625.7pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,658 | $1,769-6.3% | $2,266-26.8% | $1,899-12.7% |
| Participant deferral / active EE | $4,124 | $3,408+21.0% | $3,560+15.9% | $3,046+35.4% |
| Admin fee / account holder | $18 | $79-77.6% | $4,821-99.6% | $91-80.6% |