Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 59-2806526 | Advisory (Plan) | $25,588 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,678 | $67,602-17.6% | $82,312-32.4% | $70,126-20.6% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 15.31% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,154 | $1,755+22.7% | $2,428-11.3% | $2,343-8.1% |
| Participant deferral / active EE | $4,565 | $2,987+52.8% | $3,706+23.2% | $3,332+37.0% |
| Admin fee / account holder | $305 | $4,512-93.2% | $5,608-94.6% | $4,645-93.4% |