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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $18,373 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,369 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,133 | $52,884-10.9% | $84,753-44.4% | $55,167-14.6% |
| Participation rate | 93.7% | 67.5%+26.2pp | 76.6%+17.1pp | 69.0%+24.7pp |
| Annual return | 6.76% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,458 | $2,644+30.8% | $3,712-6.8% | $3,054+13.2% |
| Admin fee / account holder | $83 | $581-85.7% | $5,333-98.4% | $504-83.5% |