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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,487 |
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,791 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,966 | $64,909-50.8% | $82,312-61.2% | $62,293-48.7% |
| Participation rate | 94.3% | 74.9%+19.4pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 15.20% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,331 | $1,676-20.6% | $2,428-45.2% | $2,042-34.8% |
| Participant deferral / active EE | $2,253 | $3,103-27.4% | $3,706-39.2% | $3,169-28.9% |
| Admin fee / account holder | $105 | $440-76.1% | $5,608-98.1% | $479-78.1% |