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| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC3 years Service code 49 · EIN 65-0173164 | Other Services | $51,328 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,344 |
HUDSON CISNE & CO LLP1 year Filed as: HUDSON, CISNE & CO. LLP Service code 10 · EIN 71-0650689 | Accounting | $11,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,004 | $43,466-42.5% | $90,951-72.5% | $90,288-72.3% |
| Participation rate | 99.0% | 62.5%+36.6pp | 69.0%+30.0pp | 73.4%+25.7pp |
| Annual return | 11.11% | 25.26%-14.1pp | 134.60%-123.5pp | 53.97%-42.9pp |
| Employer contribution / active EE | $345 | $840-58.9% | $2,122-83.7% | $2,524-86.3% |
| Participant deferral / active EE | $2,165 | $2,138+1.3% | $3,373-35.8% | $4,232-48.9% |
| Admin fee / account holder | $32 | $92-65.5% | $5,959-99.5% | $114-72.2% |