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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,457 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,916 |
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 | $46,869 | $47,977-2.3% | $154,108-69.6% | $56,289-16.7% |
| Participation rate | 69.1% | 66.2%+2.9pp | 83.0%-14.0pp | 69.9%-0.8pp |
| Annual return | -3.71% | 3.54%-7.3pp | 735.21%-738.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,119 | $2,169-2.3% | $5,298-60.0% | $2,111+0.4% |
| Participant deferral / active EE | $927 | $2,392-61.2% | $5,081-81.8% | $3,350-72.3% |
| Admin fee / account holder | $253 | $438-42.2% | $13,411-98.1% | $521-51.4% |