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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,043 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008624 | Accounting | $50,000 |
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $46,350 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,125 |
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 | $137,661 | $110,699+24.4% | $177,839-22.6% | $90,274+52.5% |
| Participation rate | 97.0% | 88.3%+8.7pp | 87.7%+9.3pp | 73.4%+23.7pp |
| Annual return | 15.84% | 22.79%-6.9pp | 48.33%-32.5pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,751 | $4,118-57.5% | $5,919-70.4% | $2,523-30.6% |
| Participant deferral / active EE | $6,837 | $6,731+1.6% | $7,714-11.4% | $4,231+61.6% |
| Admin fee / account holder | $103 | $90+14.0% | $12,432-99.2% | $114-10.1% |