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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,334 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 | Advisory (Plan) | $25,177 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 | Other Services | $13,138 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 49 · EIN 41-0955056 | Other Services | $12,468 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $2,106 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
LPL FINANCIAL1 year 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.
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 | $64,017 | $52,467+22.0% | $57,196+11.9% | $55,167+16.0% |
| Participation rate | 67.5% | 75.8%-8.3pp | 75.3%-7.8pp | 69.0%-1.5pp |
| Annual return | 6.94% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,366 | $2,477-44.9% | $2,683-49.1% | $1,963-30.4% |
| Participant deferral / active EE | $3,609 | $2,830+27.5% | $3,096+16.5% | $3,054+18.2% |
| Admin fee / account holder | $131 | $269-51.1% | $3,141-95.8% | $504-73.9% |