Filed November 4, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $43,254 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,979 |
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 | $111,676 | $54,320+105.6% | $67,652+65.1% | $52,331+113.4% |
| Participation rate | 96.9% | 73.6%+23.4pp | 75.7%+21.3pp | 68.1%+28.8pp |
| Annual return | 0.11% | 6.81%-6.7pp | 6625.40%-6625.3pp | 4.54%-4.4pp |
| Employer contribution / active EE | $388 | $1,544-74.8% | $2,266-82.9% | $1,882-79.4% |
| Participant deferral / active EE | $4,209 | $2,950+42.7% | $3,560+18.2% | $3,022+39.3% |
| Admin fee / account holder | $13 | $527-97.4% | $4,821-99.7% | $592-97.7% |