Filed December 27, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,558 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $64,834 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,291 | $80,005-53.4% | $140,019-73.4% | $55,725-33.1% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.4pp |
| Annual return | -3.55% | 0.46%-4.0pp | 651.17%-654.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $4,424 | $3,403+30.0% | $5,605-21.1% | $2,078+112.9% |
| Participant deferral / active EE | $3,028 | $5,264-42.5% | $6,927-56.3% | $3,356-9.8% |
| Admin fee / account holder | $158 | $116+36.2% | $10,705-98.5% | $115+36.8% |