Filed November 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,169 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,685 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,160 | $56,152-74.8% | $185,835-92.4% | $73,412-80.7% |
| Participation rate | 90.2% | 67.6%+22.7pp | 78.0%+12.2pp | 72.2%+18.0pp |
| Annual return | 33.59% | 17.59%+16.0pp | 35.96%-2.4pp | 59.30%-25.7pp |
| Employer contribution / active EE | $989 | $1,532-35.4% | $4,087-75.8% | $2,234-55.7% |
| Participant deferral / active EE | $4,329 | $3,659+18.3% | $5,633-23.1% | $3,806+13.8% |
| Admin fee / account holder | $214 | $132+61.8% | $9,502-97.8% | $158+35.3% |