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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $239,337 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $48,000 |
THE CENTURION GROUP, LLC2 years Filed as: CENTURION GROUP, LLC Service code 28 · EIN 20-8394397 | Investment Management | $37,500 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $95,164 | $89,274+6.6% | $149,721-36.4% | $77,958+22.1% |
| Participation rate | 97.1% | 87.6%+9.5pp | 87.1%+10.0pp | 71.6%+25.5pp |
| Annual return | 16.03% | 20.36%-4.3pp | 1501.67%-1485.6pp | 20.87%-4.8pp |
| Employer contribution / active EE | $4,803 | $3,727+28.9% | $5,444-11.8% | $2,310+107.9% |
| Participant deferral / active EE | $5,038 | $5,382-6.4% | $6,568-23.3% | $3,537+42.5% |
| Admin fee / account holder | $102 | $240-57.5% | $11,282-99.1% | $97+4.8% |