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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $12,211 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,186 | $46,360-6.8% | $147,617-70.7% | $52,331-17.5% |
| Participation rate | 61.3% | 64.9%-3.6pp | 84.6%-23.3pp | 68.1%-6.8pp |
| Annual return | -0.15% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,679 | $2,126-21.0% | $5,564-69.8% | $1,882-10.8% |
| Participant deferral / active EE | $698 | $2,258-69.1% | $4,895-85.8% | $3,022-76.9% |
| Admin fee / account holder | $7 | $766-99.1% | $11,612-99.9% | $592-98.9% |