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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,094 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,408 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,145 | $64,728+31.5% | $102,184-16.7% | $64,728+31.5% |
| Participation rate | 32.3% | 57.9%-25.6pp | 82.6%-50.3pp | 57.9%-25.6pp |
| Annual return | 13.11% | 49.38%-36.3pp | 31.58%-18.5pp | 49.38%-36.3pp |
| Employer contribution / active EE | $0 | $2,243-100.0% | $3,594-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $4,446 | $2,729+62.9% | $8,309-46.5% | $2,729+62.9% |
| Admin fee / account holder | $99 | $1,145-91.4% | $11,609-99.1% | $1,145-91.4% |