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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,810 |
GRANITE FINANCIAL PARTNERS1+ years Service code 26 · EIN 20-3917294 388 NASHUA ST. · MILFORD, NH 03055 | Advisory (Participants) | $17,088 |
BPAS1+ years Filed as: BPAS, INC. Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $3,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,244 | $23,385+25.1% | $69,182-57.7% | $57,658-49.3% |
| Participation rate | 17.6% | 37.9%-20.3pp | 55.1%-37.5pp | 70.2%-52.6pp |
| Annual return | 8.18% | -659.34%+667.5pp | -21.93%+30.1pp | 5.13%+3.1pp |
| Employer contribution / active EE | $135 | $422-68.1% | $1,206-88.8% | $1,974-93.2% |
| Participant deferral / active EE | $546 | $843-35.2% | $1,897-71.2% | $3,061-82.1% |
| Admin fee / account holder | $166 | $82+102.4% | $2,697-93.8% | $95+75.8% |