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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,825 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,376 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,567 | $51,226-26.7% | $82,706-54.6% | $66,930-43.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -14.57% | -9.61%-5.0pp | 701.76%-716.3pp | 1.57%-16.1pp |
| Employer contribution / active EE | $2,098 | $2,612-19.7% | $3,007-30.2% | $2,545-17.6% |
| Participant deferral / active EE | $2,662 | $3,460-23.1% | $4,394-39.4% | $4,238-37.2% |
| Admin fee / account holder | $245 | $416-41.1% | $5,329-95.4% | $593-58.8% |