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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $5,322 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,720 |
LPL FINANCIAL1 year Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES, INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,454 | $76,551-68.1% | $123,894-80.3% | $62,881-61.1% |
| Participation rate | 40.9% | 73.0%-32.1pp | 81.4%-40.5pp | 69.3%-28.4pp |
| Annual return | 11.40% | 18.68%-7.3pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,587 | $2,882-45.0% | $4,617-65.6% | $2,281-30.4% |
| Participant deferral / active EE | $2,209 | $4,840-54.4% | $5,984-63.1% | $3,203-31.0% |
| Admin fee / account holder | $49 | $4,826-99.0% | $8,357-99.4% | $4,296-98.8% |