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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 59-2806526 | Advisory (Plan) | $24,179 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,598 |
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 | $48,245 | $60,349-20.1% | $74,184-35.0% | $62,881-23.3% |
| Participation rate | 72.5% | 72.7%-0.2pp | 76.6%-4.1pp | 69.3%+3.2pp |
| Annual return | 6.80% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,064 | $1,680+22.8% | $2,370-12.9% | $2,281-9.5% |
| Participant deferral / active EE | $4,274 | $2,856+49.6% | $3,550+20.4% | $3,203+33.4% |
| Admin fee / account holder | $276 | $4,261-93.5% | $5,586-95.1% | $4,296-93.6% |