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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,472 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,566 |
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 | $36,139 | $61,391-41.1% | $149,723-75.9% | $71,529-49.5% |
| Participation rate | 63.3% | 62.5%+0.8pp | 78.8%-15.5pp | 67.9%-4.7pp |
| Annual return | 18.29% | 35.88%-17.6pp | 134.50%-116.2pp | 28.97%-10.7pp |
| Employer contribution / active EE | $1,341 | $2,384-43.8% | $4,821-72.2% | $2,590-48.2% |
| Participant deferral / active EE | $1,940 | $2,921-33.6% | $5,682-65.9% | $4,291-54.8% |
| Admin fee / account holder | $21 | $1,264-98.3% | $13,215-99.8% | $1,588-98.7% |