Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $39,225 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,448 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,037 | $60,165+71.3% | $74,184+38.9% | $55,167+86.8% |
| Participation rate | 97.2% | 74.2%+23.0pp | 76.6%+20.6pp | 69.0%+28.2pp |
| Annual return | 7.13% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $374 | $1,600-76.6% | $2,370-84.2% | $1,963-81.0% |
| Participant deferral / active EE | $3,966 | $2,973+33.4% | $3,550+11.7% | $3,054+29.8% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.2% |