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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,681 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,101 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,685 | $50,919-55.4% | $155,556-85.4% | $77,762-70.8% |
| Participation rate | 83.1% | 63.1%+20.0pp | 78.2%+4.9pp | 70.6%+12.5pp |
| Annual return | 9.09% | 34.84%-25.7pp | 64.84%-55.7pp | 31.27%-22.2pp |
| Employer contribution / active EE | $937 | $1,991-53.0% | $4,675-80.0% | $2,728-65.7% |
| Participant deferral / active EE | $1,311 | $2,824-53.6% | $5,631-76.7% | $4,651-71.8% |
| Admin fee / account holder | $46 | $437-89.4% | $15,885-99.7% | $433-89.4% |