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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,817 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,005 |
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 | $33,432 | $61,172-45.3% | $185,851-82.0% | $79,389-57.9% |
| Participation rate | 69.7% | 66.6%+3.1pp | 81.7%-12.0pp | 70.7%-1.0pp |
| Annual return | 14.43% | 19.45%-5.0pp | 122.11%-107.7pp | 116.89%-102.5pp |
| Employer contribution / active EE | $1,387 | $2,321-40.2% | $5,168-73.2% | $2,428-42.9% |
| Participant deferral / active EE | $1,933 | $2,788-30.7% | $5,569-65.3% | $4,046-52.2% |
| Admin fee / account holder | $24 | $710-96.7% | $16,245-99.9% | $626-96.2% |