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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $74,829 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,635 | $71,192+101.8% | $117,854+21.9% | $62,292+130.6% |
| Participation rate | 53.0% | 74.2%-21.2pp | 79.7%-26.6pp | 69.5%-16.5pp |
| Annual return | 17.06% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,923 | $1,934-0.6% | $3,786-49.2% | $2,042-5.8% |
| Participant deferral / active EE | $3,909 | $3,189+22.6% | $4,482-12.8% | $3,169+23.4% |
| Admin fee / account holder | $524 | $587-10.8% | $8,020-93.5% | $479+9.2% |