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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $482,782 |
MMA SECURITIES LLC6 years Service code 16 · EIN 22-3570392 | Consulting | $68,083 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $60,000 |
THE CENTURION GROUP, LLC9 years Filed as: CENTURION GROUP, LLC Service code 28 · EIN 20-8394397 | Investment Management | $13,042 |
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 | $132,383 | $122,585+8.0% | $184,256-28.2% | $200,096-33.8% |
| Participation rate | 96.3% | 86.9%+9.3pp | 86.8%+9.4pp | 72.0%+24.3pp |
| Annual return | 14.59% | 144.12%-129.5pp | 28.85%-14.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $1,704 | $4,571-62.7% | $6,427-73.5% | $3,038-43.9% |
| Participant deferral / active EE | $7,461 | $7,972-6.4% | $9,133-18.3% | $5,090+46.6% |
| Admin fee / account holder | $195 | $120+62.6% | $13,899-98.6% | $269-27.4% |