Filed December 27, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,160 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $41,322 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,839 | $71,802-48.7% | $133,975-72.5% | $57,658-36.1% |
| Participation rate | 99.3% | 85.5%+13.9pp | 87.1%+12.3pp | 70.2%+29.1pp |
| Annual return | 11.69% | 13.51%-1.8pp | 29.29%-17.6pp | 5.13%+6.6pp |
| Employer contribution / active EE | $3,412 | $3,161+7.9% | $5,211-34.5% | $1,974+72.9% |
| Participant deferral / active EE | $2,641 | $4,606-42.7% | $6,282-58.0% | $3,061-13.7% |
| Admin fee / account holder | $96 | $88+9.2% | $9,324-99.0% | $95+1.3% |