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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,805 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,380 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,480 |
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 | $48,978 | $55,453-11.7% | $170,435-71.3% | $62,293-21.4% |
| Participation rate | 59.8% | 66.4%-6.5pp | 83.6%-23.8pp | 69.5%-9.7pp |
| Annual return | 13.69% | 21.38%-7.7pp | 205.94%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,802 | $2,164-16.7% | $5,432-66.8% | $2,042-11.8% |
| Participant deferral / active EE | $621 | $2,303-73.0% | $4,939-87.4% | $3,169-80.4% |
| Admin fee / account holder | $178 | $455-61.0% | $13,881-98.7% | $479-63.0% |