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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) | $12,036 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $775 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $243,984 | $72,012+238.8% | $185,823+31.3% | $79,858+205.5% |
| Participation rate | 58.5% | 65.8%-7.3pp | 78.0%-19.6pp | 69.6%-11.2pp |
| Annual return | -14.64% | 23.12%-37.8pp | 35.95%-50.6pp | 31.71%-46.4pp |
| Employer contribution / active EE | $3,403 | $1,965+73.2% | $4,087-16.8% | $2,471+37.7% |
| Participant deferral / active EE | $5,602 | $3,779+48.3% | $5,632-0.5% | $3,740+49.8% |
| Admin fee / account holder | $11 | $4,513-99.8% | $9,500-99.9% | $5,306-99.8% |