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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINICIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $36,023 |
Service code 29 · EIN 20-4780677 | Legal | $15,030 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 | Advisory (Plan) | $12,261 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,987 | $64,176-57.9% | $112,263-76.0% | $66,949-59.7% |
| Participation rate | 98.1% | 68.4%+29.7pp | 75.1%+23.0pp | 69.8%+28.3pp |
| Annual return | -17.35% | -13.80%-3.6pp | 27.49%-44.8pp | 1.57%-18.9pp |
| Employer contribution / active EE | $8,498 | $3,007+182.6% | $3,636+133.7% | $2,545+233.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $293 | $626-53.2% | $6,410-95.4% | $594-50.7% |