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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,802 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,403 | $100,801-82.7% | $149,730-88.4% | $73,412-76.3% |
| Participation rate | 30.7% | 77.7%-47.0pp | 82.5%-51.8pp | 72.2%-41.5pp |
| Annual return | 18.13% | 265.34%-247.2pp | 276.70%-258.6pp | 59.30%-41.2pp |
| Employer contribution / active EE | $761 | $3,312-77.0% | $4,645-83.6% | $2,234-65.9% |
| Participant deferral / active EE | $1,212 | $6,404-81.1% | $6,843-82.3% | $3,806-68.2% |
| Admin fee / account holder | $15 | $181-91.5% | $9,310-99.8% | $158-90.2% |