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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,425 |
Filed as: LAWLEY-COURIER ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $12,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,030 | $50,199-24.2% | $70,092-45.7% | $66,914-43.2% |
| Participation rate | 65.1% | 66.3%-1.2pp | 70.5%-5.3pp | 69.8%-4.7pp |
| Annual return | -17.58% | -13.85%-3.7pp | 190.73%-208.3pp | 1.58%-19.2pp |
| Employer contribution / active EE | $323 | $1,864-82.7% | $2,559-87.4% | $2,544-87.3% |
| Participant deferral / active EE | $2,623 | $3,112-15.7% | $3,849-31.9% | $4,237-38.1% |
| Admin fee / account holder | $226 | $600-62.3% | $6,267-96.4% | $593-61.8% |