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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,731 |
CORPORATE SYNERGIES GROUP LLC7+ years Service code 49 · EIN 20-1622581 | Other Services | $0 |
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 | $107,365 | $93,182+15.2% | $146,643-26.8% | $79,391+35.2% |
| Participation rate | 87.7% | 76.4%+11.3pp | 80.1%+7.6pp | 70.7%+17.0pp |
| Annual return | 16.68% | 21.61%-4.9pp | 22.75%-6.1pp | 116.88%-100.2pp |
| Employer contribution / active EE | $1,599 | $2,420-33.9% | $4,137-61.3% | $2,428-34.1% |
| Participant deferral / active EE | $3,345 | $4,169-19.8% | $5,506-39.2% | $4,046-17.3% |
| Admin fee / account holder | $44 | $585-92.5% | $10,280-99.6% | $627-93.0% |