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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,396 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,008 | $51,620-26.4% | $90,304-57.9% | $65,185-41.7% |
| Participation rate | 67.0% | 68.6%-1.6pp | 73.3%-6.3pp | 70.2%-3.2pp |
| Annual return | 19.47% | 24.94%-5.5pp | 78.13%-58.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,528 | $2,235-31.6% | $2,855-46.5% | $2,177-29.8% |
| Participant deferral / active EE | $593 | $2,871-79.3% | $3,885-84.7% | $3,514-83.1% |
| Admin fee / account holder | $247 | $384-35.6% | $5,354-95.4% | $847-70.8% |