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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,248 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,895 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,721 | $63,905-64.4% | $74,184-69.4% | $57,658-60.6% |
| Participation rate | 97.0% | 79.8%+17.2pp | 76.6%+20.4pp | 70.2%+26.8pp |
| Annual return | 7.03% | 60.60%-53.6pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $442 | $1,840-76.0% | $2,370-81.3% | $1,974-77.6% |
| Participant deferral / active EE | $2,199 | $3,448-36.2% | $3,550-38.1% | $3,061-28.2% |
| Admin fee / account holder | $13 | $91-85.2% | $5,586-99.8% | $95-85.7% |