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| Provider | Service type | Compensation |
|---|---|---|
LEUMI INVESTMENT SERVICES INC2+ years Service code 49 · EIN 13-4132289 | Other Services | $34,994 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,917 |
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 | $103,770 | $43,423+139.0% | $78,676+31.9% | $55,167+88.1% |
| Participation rate | 75.6% | 68.0%+7.6pp | 73.6%+2.0pp | 69.0%+6.6pp |
| Annual return | 5.96% | 11.53%-5.6pp | 62.19%-56.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $4,995 | $1,997+150.2% | $2,850+75.3% | $1,963+154.5% |
| Participant deferral / active EE | $2,975 | $2,509+18.6% | $3,517-15.4% | $3,054-2.6% |
| Admin fee / account holder | $45 | $416-89.2% | $4,510-99.0% | $504-91.1% |