Filed September 16, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $222,568 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL ADVISORS Service code 27 · EIN 80-0946231 | Advisory (Plan) | $42,338 |
Filed as: ALLIANT INSURANCE SERVICES LLC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $11,226 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -15.02% | 38.53%-53.5pp | -3.21%-11.8pp | 2.78%-17.8pp |
| Employer contribution / active EE | $3,881 | $14,659-73.5% | $46,051-91.6% | $15,276-74.6% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |