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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,099 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $51,696 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,079 | $80,177-23.8% | $123,894-50.7% | $57,658+5.9% |
| Participation rate | 89.5% | 74.4%+15.1pp | 81.4%+8.1pp | 70.2%+19.3pp |
| Annual return | 17.50% | 17.90%-0.4pp | 47.52%-30.0pp | 5.13%+12.4pp |
| Employer contribution / active EE | $2,131 | $2,913-26.8% | $4,617-53.8% | $1,974+8.0% |
| Participant deferral / active EE | $6,198 | $5,130+20.8% | $5,984+3.6% | $3,061+102.5% |
| Admin fee / account holder | $204 | $106+92.0% | $8,357-97.6% | $95+116.0% |