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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,662 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 27 | Advisory (Plan) | $37,500 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 · EIN 41-0955056 | Contract Administrator | $16,877 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,945 | $74,552-3.5% | $62,995+14.2% | $69,631+3.3% |
| Participation rate | 66.9% | 78.3%-11.3pp | 74.8%-7.9pp | 70.7%-3.8pp |
| Annual return | 14.52% | 15.77%-1.2pp | 87.57%-73.0pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,877 | $2,929-35.9% | $2,759-32.0% | $2,032-7.7% |
| Participant deferral / active EE | $3,677 | $2,974+23.6% | $3,329+10.4% | $3,224+14.1% |
| Admin fee / account holder | $168 | $59+182.7% | $3,600-95.3% | $110+52.1% |