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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,705 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,294 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $11,049 | $80,177-86.2% | $123,894-91.1% | $57,658-80.8% |
| Participation rate | 37.4% | 74.4%-37.0pp | 81.4%-44.0pp | 70.2%-32.8pp |
| Annual return | 36.59% | 17.90%+18.7pp | 47.52%-10.9pp | 5.13%+31.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,139 | $5,130-58.3% | $5,984-64.3% | $3,061-30.1% |
| Admin fee / account holder | $91 | $106-14.1% | $8,357-98.9% | $95-3.4% |