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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,553 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $46,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,169 | $50,919-48.6% | $155,556-83.2% | $77,762-66.3% |
| Participation rate | 95.2% | 63.1%+32.2pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 15.20% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,253 | $1,991-37.1% | $4,675-73.2% | $2,728-54.1% |
| Participant deferral / active EE | $2,188 | $2,824-22.5% | $5,631-61.1% | $4,651-52.9% |
| Admin fee / account holder | $111 | $437-74.5% | $15,885-99.3% | $433-74.3% |