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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,400 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,571 |
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 | $51,316 | $45,343+13.2% | $150,298-65.9% | $67,986-24.5% |
| Participation rate | 53.7% | 51.9%+1.8pp | 77.8%-24.1pp | 57.2%-3.5pp |
| Annual return | 15.99% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,446 | $1,462-1.1% | $4,154-65.2% | $2,019-28.4% |
| Participant deferral / active EE | $1,820 | $2,055-11.4% | $5,453-66.6% | $3,358-45.8% |
| Admin fee / account holder | $15 | $2,250-99.3% | $14,116-99.9% | $3,203-99.5% |