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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,818 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,165 |
BEAUCHAMP, DAVID C.3+ years Service code 49 4616 LEHIGH DR · MARIETTA, GA 300682030 | Other Services | $2,372 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $82,885 | $75,284+10.1% | $91,004-8.9% | $69,631+19.0% |
| Participation rate | 86.6% | 80.4%+6.3pp | 75.6%+11.0pp | 70.7%+16.0pp |
| Annual return | 20.26% | 48.40%-28.1pp | 4.60%+15.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $3,708 | $2,473+50.0% | $2,456+51.0% | $2,032+82.5% |
| Participant deferral / active EE | $7,551 | $3,700+104.1% | $3,548+112.9% | $3,224+134.2% |
| Admin fee / account holder | $22 | $111-80.0% | $5,417-99.6% | $110-80.0% |