Filed December 27, 2017 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $189,784 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $73,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,174 | $111,491-44.2% | $189,513-67.2% | $86,799-28.4% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.8%+11.1pp | 72.3%+26.6pp |
| Annual return | 17.81% | 83.50%-65.7pp | 555.15%-537.3pp | 97.91%-80.1pp |
| Employer contribution / active EE | $5,490 | $3,951+39.0% | $6,162-10.9% | $2,405+128.3% |
| Participant deferral / active EE | $4,087 | $6,437-36.5% | $8,221-50.3% | $4,131-1.1% |
| Admin fee / account holder | $241 | $189+28.0% | $12,045-98.0% | $170+42.4% |