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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,815 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $8,274 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,102 | $46,173-37.0% | $170,435-82.9% | $69,631-58.2% |
| Participation rate | 83.5% | 63.9%+19.6pp | 83.6%0pp | 70.7%+12.9pp |
| Annual return | 11.88% | 21.62%-9.7pp | 205.94%-194.1pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,394 | $1,610-13.4% | $5,432-74.3% | $2,032-31.4% |
| Participant deferral / active EE | $2,253 | $2,080+8.3% | $4,939-54.4% | $3,224-30.1% |
| Admin fee / account holder | $55 | $116-52.7% | $13,881-99.6% | $110-50.3% |