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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,209 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $33,544 |
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 | $38,576 | $56,540-31.8% | $185,849-79.2% | $86,821-55.6% |
| Participation rate | 71.5% | 65.5%+6.0pp | 81.7%-10.2pp | 72.3%-0.7pp |
| Annual return | 15.92% | 118.20%-102.3pp | 122.10%-106.2pp | 97.94%-82.0pp |
| Employer contribution / active EE | $1,674 | $1,844-9.3% | $5,169-67.6% | $2,406-30.4% |
| Participant deferral / active EE | $2,114 | $2,555-17.3% | $5,569-62.0% | $4,132-48.8% |
| Admin fee / account holder | $139 | $150-7.1% | $16,244-99.1% | $170-18.0% |