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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $16,426 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,254 |
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 | $43,921 | $70,002-37.3% | $115,037-61.8% | $52,331-16.1% |
| Participation rate | 95.8% | 72.1%+23.7pp | 81.4%+14.4pp | 68.1%+27.7pp |
| Annual return | 0.78% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,459 | $2,715-9.4% | $4,608-46.6% | $1,882+30.7% |
| Participant deferral / active EE | $4,815 | $4,920-2.1% | $6,026-20.1% | $3,022+59.3% |
| Admin fee / account holder | $21 | $566-96.3% | $8,175-99.7% | $592-96.5% |