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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,711 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,939 |
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 | $56,942 | $52,961+7.5% | $172,752-67.0% | $65,185-12.6% |
| Participation rate | 76.9% | 66.2%+10.7pp | 82.6%-5.7pp | 70.2%+6.7pp |
| Annual return | 16.82% | 30.12%-13.3pp | 802.97%-786.1pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,345 | $2,190+7.1% | $5,144-54.4% | $2,177+7.7% |
| Participant deferral / active EE | $1,381 | $2,471-44.1% | $5,198-73.4% | $3,514-60.7% |
| Admin fee / account holder | $257 | $472-45.6% | $13,955-98.2% | $847-69.7% |