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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,504 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $25,881 | $43,411-40.4% | $94,993-72.8% | $69,631-62.8% |
| Participation rate | 39.7% | 64.4%-24.7pp | 73.9%-34.2pp | 70.7%-31.0pp |
| Annual return | 33.51% | 22.54%+11.0pp | 27.14%+6.4pp | 27571.02%-27537.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,046 | $2,384+27.7% | $3,317-8.2% | $3,224-5.5% |
| Admin fee / account holder | $8 | $87-91.2% | $4,960-99.8% | $110-93.1% |