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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,521 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $38,171 |
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 | $39,796 | $47,180-15.7% | $149,723-73.4% | $74,473-46.6% |
| Participation rate | 67.4% | 63.4%+4.0pp | 78.8%-11.4pp | 70.7%-3.3pp |
| Annual return | 18.96% | 22.75%-3.8pp | 134.50%-115.5pp | 34.36%-15.4pp |
| Employer contribution / active EE | $1,787 | $1,907-6.3% | $4,821-62.9% | $2,638-32.3% |
| Participant deferral / active EE | $2,271 | $2,730-16.8% | $5,682-60.0% | $4,530-49.9% |
| Admin fee / account holder | $141 | $343-58.8% | $13,215-98.9% | $347-59.3% |