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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $32,568 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,441 |
CALVETTI FERGUSON1 year Service code 10 · EIN 13-4255527 | Accounting | $13,909 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,192 |
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.
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 | $29,301 | $102,255-71.3% | $118,746-75.3% | $77,958-62.4% |
| Participation rate | 77.9% | 84.8%-7.0pp | 78.3%-0.4pp | 71.6%+6.2pp |
| Annual return | 25.26% | 65.05%-39.8pp | 24.54%+0.7pp | 20.87%+4.4pp |
| Employer contribution / active EE | $625 | $4,931-87.3% | $4,193-85.1% | $2,310-73.0% |
| Participant deferral / active EE | $2,809 | $5,974-53.0% | $5,332-47.3% | $3,537-20.6% |
| Admin fee / account holder | $36 | $79-54.5% | $10,720-99.7% | $97-63.1% |