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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,990 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,879 | $64,286-76.9% | $90,965-83.6% | $73,412-79.7% |
| Participation rate | 43.1% | 63.6%-20.5pp | 69.0%-25.9pp | 72.2%-29.1pp |
| Annual return | 15.26% | 21.46%-6.2pp | 134.57%-119.3pp | 59.30%-44.0pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,088 | $2,453-55.6% | $3,373-67.7% | $3,806-71.4% |
| Admin fee / account holder | $163 | $287-43.4% | $5,960-97.3% | $158+2.9% |