Filed November 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $41,251 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,618 |
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 | $114,771 | $64,909+76.8% | $82,312+39.4% | $62,293+84.2% |
| Participation rate | 96.7% | 74.9%+21.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 16.32% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $383 | $1,676-77.1% | $2,428-84.2% | $2,042-81.2% |
| Participant deferral / active EE | $4,112 | $3,103+32.5% | $3,706+10.9% | $3,169+29.7% |
| Admin fee / account holder | $10 | $440-97.7% | $5,608-99.8% | $479-97.9% |