Filed May 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $9,762 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,746 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,316 |
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).
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 | $18,208 | $60,545-69.9% | $92,236-80.3% | $69,631-73.9% |
| Participation rate | 96.8% | 72.2%+24.7pp | 76.5%+20.3pp | 70.7%+26.1pp |
| Annual return | 19.47% | 19.71%-0.2pp | 176.29%-156.8pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,085 | $2,633-58.8% | $3,679-70.5% | $2,032-46.6% |
| Participant deferral / active EE | $2,928 | $2,828+3.6% | $3,897-24.9% | $3,224-9.2% |
| Admin fee / account holder | $12 | $145-91.9% | $5,194-99.8% | $110-89.3% |