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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,921 |
VALMARK ADVISERS INC9+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,000 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 | Accounting | $13,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,895 | $95,369-21.5% | $135,942-44.9% | $74,440+0.6% |
| Participation rate | 97.2% | 78.2%+19.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 16.85% | 32.72%-15.9pp | 68.28%-51.4pp | 34.37%-17.5pp |
| Employer contribution / active EE | $758 | $3,878-80.5% | $4,858-84.4% | $2,638-71.3% |
| Participant deferral / active EE | $5,591 | $7,788-28.2% | $7,759-27.9% | $4,529+23.5% |
| Admin fee / account holder | $239 | $266-10.2% | $10,764-97.8% | $348-31.3% |