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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINICIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $46,665 |
Service code 29 · EIN 20-4780677 | Legal | $10,816 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 | Advisory (Plan) | $9,477 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,727 | $72,273-57.5% | $101,275-69.7% | $79,856-61.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.67% | 22.30%-5.6pp | 46.48%-29.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $13,173 | $2,691+389.5% | $3,660+259.9% | $2,471+433.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $304 | $4,401-93.1% | $5,948-94.9% | $5,306-94.3% |