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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $11,756 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,724 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,430 | $80,177-79.5% | $123,894-86.7% | $57,658-71.5% |
| Participation rate | 85.6% | 74.4%+11.1pp | 81.4%+4.2pp | 70.2%+15.4pp |
| Annual return | 10.30% | 17.90%-7.6pp | 47.52%-37.2pp | 5.13%+5.2pp |
| Employer contribution / active EE | $2,897 | $2,913-0.5% | $4,617-37.3% | $1,974+46.8% |
| Participant deferral / active EE | $1,953 | $5,130-61.9% | $5,984-67.4% | $3,061-36.2% |
| Admin fee / account holder | $14 | $106-87.1% | $8,357-99.8% | $95-85.5% |