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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $9,253 |
Filed as: RETIREMENT PLANNERS AND ADMINISTRAT Service code 13 · EIN 62-1038805 | Contract Administrator | $8,226 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,725 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $16,617 | $51,620-67.8% | $90,324-81.6% | $65,186-74.5% |
| Participation rate | 45.3% | 68.6%-23.3pp | 73.3%-28.0pp | 70.2%-24.9pp |
| Annual return | 19.88% | 24.94%-5.1pp | 78.15%-58.3pp | 29.39%-9.5pp |
| Employer contribution / active EE | $509 | $2,235-77.2% | $2,856-82.2% | $2,177-76.6% |
| Participant deferral / active EE | $611 | $2,871-78.7% | $3,885-84.3% | $3,514-82.6% |
| Admin fee / account holder | $103 | $384-73.2% | $5,356-98.1% | $847-87.9% |