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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,598 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $16,973 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $10,247 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,959 |
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.)
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 | $77,884 | $75,284+3.5% | $91,004-14.4% | $69,631+11.9% |
| Participation rate | 52.1% | 80.4%-28.3pp | 75.6%-23.5pp | 70.7%-18.6pp |
| Annual return | 14.56% | 48.40%-33.8pp | 4.60%+10.0pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,888 | $3,700-49.0% | $3,548-46.8% | $3,224-41.4% |
| Admin fee / account holder | $342 | $111+209.3% | $5,417-93.7% | $110+209.7% |