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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,140 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008624 | Accounting | $50,800 |
THE CENTURION GROUP, LLC4 years Filed as: CENTURION GROUP, LLC Service code 28 · EIN 20-8394397 | Investment Management | $24,444 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $22,500 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,700 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,202 | $95,776+21.3% | $162,163-28.3% | $77,787+49.4% |
| Participation rate | 98.1% | 88.6%+9.5pp | 87.6%+10.6pp | 73.2%+24.9pp |
| Annual return | 21.95% | 37.03%-15.1pp | 115.59%-93.6pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,343 | $3,874-65.3% | $5,614-76.1% | $2,504-46.4% |
| Participant deferral / active EE | $5,703 | $6,125-6.9% | $7,298-21.9% | $3,967+43.7% |
| Admin fee / account holder | $108 | $88+23.3% | $10,843-99.0% | $100+8.1% |