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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,547 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,671 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,645 | $65,125-56.0% | $143,797-80.1% | $66,949-57.2% |
| Participation rate | 72.9% | 65.2%+7.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -18.24% | -11.13%-7.1pp | -0.04%-18.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,287 | $2,362-45.5% | $4,952-74.0% | $2,545-49.5% |
| Participant deferral / active EE | $1,955 | $2,920-33.0% | $5,638-65.3% | $4,239-53.9% |
| Admin fee / account holder | $21 | $503-95.7% | $14,679-99.9% | $594-96.4% |