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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $6,253 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,942 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,199 | $41,854-27.8% | $73,836-59.1% | $52,331-42.3% |
| Participation rate | 93.1% | 66.2%+26.9pp | 73.4%+19.7pp | 68.1%+25.0pp |
| Annual return | -0.76% | 2.11%-2.9pp | 2268.06%-2268.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,592 | $1,920-17.1% | $2,787-42.9% | $1,882-15.4% |
| Participant deferral / active EE | $759 | $2,498-69.6% | $3,583-78.8% | $3,022-74.9% |
| Admin fee / account holder | $19 | $493-96.1% | $4,882-99.6% | $592-96.7% |