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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,183 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,067 |
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 | $44,335 | $46,732-5.1% | $156,551-71.7% | $55,167-19.6% |
| Participation rate | 62.2% | 65.8%-3.6pp | 84.0%-21.8pp | 69.0%-6.8pp |
| Annual return | 5.96% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,746 | $2,105-17.1% | $5,501-68.3% | $1,963-11.1% |
| Participant deferral / active EE | $616 | $2,204-72.1% | $4,871-87.4% | $3,054-79.8% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |