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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,605 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,619 |
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 | $63,866 | $58,888+8.5% | $178,499-64.2% | $73,493-13.1% |
| Participation rate | 66.5% | 66.2%+0.2pp | 81.9%-15.4pp | 70.7%-4.2pp |
| Annual return | 10.34% | 24.86%-14.5pp | 151.10%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $2,285 | $2,236+2.2% | $5,011-54.4% | $2,270+0.7% |
| Participant deferral / active EE | $1,084 | $2,568-57.8% | $5,202-79.2% | $3,740-71.0% |
| Admin fee / account holder | $265 | $400-33.7% | $13,986-98.1% | $513-48.3% |