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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,363 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,988 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,179 | $55,470-13.1% | $155,556-69.0% | $74,478-35.3% |
| Participation rate | 53.8% | 61.9%-8.1pp | 78.2%-24.4pp | 67.2%-13.4pp |
| Annual return | 11.49% | 269.80%-258.3pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,525 | $2,267-32.7% | $4,675-67.4% | $2,626-41.9% |
| Participant deferral / active EE | $2,113 | $2,838-25.5% | $5,631-62.5% | $4,350-51.4% |
| Admin fee / account holder | $20 | $1,744-98.9% | $15,885-99.9% | $1,946-99.0% |