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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,422 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $47,190 |
THE CENTURION GROUP, LLC1 year Filed as: CENTURION GROUP, LLC Service code 28 · EIN 20-8394397 | Investment Management | $20,000 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 | $82,511 | $80,354+2.7% | $133,975-38.4% | $63,975+29.0% |
| Participation rate | 97.1% | 87.5%+9.6pp | 87.1%+10.0pp | 71.1%+26.0pp |
| Annual return | 7.20% | 13.11%-5.9pp | 29.29%-22.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $6,381 | $3,503+82.1% | $5,211+22.4% | $2,182+192.5% |
| Participant deferral / active EE | $4,919 | $5,239-6.1% | $6,282-21.7% | $3,356+46.5% |
| Admin fee / account holder | $76 | $69+10.0% | $9,324-99.2% | $70+8.2% |