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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $27,838 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,905 | $65,092-14.1% | $143,799-61.1% | $66,938-16.5% |
| Participation rate | 55.1% | 65.2%-10.1pp | 80.3%-25.2pp | 69.8%-14.7pp |
| Annual return | -12.40% | -11.14%-1.3pp | -0.04%-12.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $870 | $2,362-63.2% | $4,952-82.4% | $2,545-65.8% |
| Participant deferral / active EE | $877 | $2,920-70.0% | $5,638-84.4% | $4,238-79.3% |
| Admin fee / account holder | $202 | $502-59.8% | $14,677-98.6% | $594-66.0% |