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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,129 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,033 | $65,820-65.0% | $108,745-78.8% | $57,658-60.1% |
| Participation rate | 71.1% | 72.7%-1.6pp | 77.7%-6.6pp | 70.2%+0.9pp |
| Annual return | 10.92% | 21.32%-10.4pp | 46.22%-35.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,394 | $3,578-61.0% | $5,121-72.8% | $3,061-54.5% |
| Admin fee / account holder | $102 | $91+12.4% | $6,144-98.3% | $95+8.4% |