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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,692 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $14,760 |
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 | $23,893 | $50,812-53.0% | $155,602-84.6% | $77,692-69.2% |
| Participation rate | 89.6% | 63.1%+26.5pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 18.60% | 34.85%-16.2pp | 64.81%-46.2pp | 31.25%-12.6pp |
| Employer contribution / active EE | $794 | $1,989-60.1% | $4,675-83.0% | $2,726-70.9% |
| Participant deferral / active EE | $1,503 | $2,822-46.7% | $5,629-73.3% | $4,648-67.7% |
| Admin fee / account holder | $174 | $436-60.0% | $15,923-98.9% | $431-59.5% |