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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,665 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,723 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,372 |
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).
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 | $46,404 | $65,820-29.5% | $108,745-57.3% | $57,658-19.5% |
| Participation rate | 79.0% | 72.7%+6.3pp | 77.7%+1.3pp | 70.2%+8.8pp |
| Annual return | 8.58% | 21.32%-12.7pp | 46.22%-37.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,435 | $2,285+6.6% | $3,323-26.7% | $1,974+23.4% |
| Participant deferral / active EE | $5,001 | $3,578+39.8% | $5,121-2.3% | $3,061+63.4% |
| Admin fee / account holder | $28 | $91-68.8% | $6,144-99.5% | $95-69.9% |