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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,469 |
WOODBURY FINANCIAL SERVICES6+ years Service code 49 · EIN 41-0944586 | Other Services | $13,102 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,968 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,641 | $52,293-33.8% | $178,503-80.6% | $73,412-52.8% |
| Participation rate | 63.7% | 65.3%-1.6pp | 81.9%-18.2pp | 72.2%-8.5pp |
| Annual return | 14.65% | 34.75%-20.1pp | 151.12%-136.5pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,537 | $1,736-11.5% | $5,011-69.3% | $2,234-31.2% |
| Participant deferral / active EE | $1,741 | $2,333-25.4% | $5,202-66.5% | $3,806-54.3% |
| Admin fee / account holder | $122 | $127-4.3% | $13,987-99.1% | $158-22.8% |