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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,182 |
AMERICAN FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SERVICES Service code 27 · EIN 38-3470125 | Advisory (Plan) | $21,597 |
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 | $22,350 | $47,180-52.6% | $149,723-85.1% | $74,473-70.0% |
| Participation rate | 82.2% | 63.4%+18.8pp | 78.8%+3.5pp | 70.7%+11.5pp |
| Annual return | 21.16% | 22.75%-1.6pp | 134.50%-113.3pp | 34.36%-13.2pp |
| Employer contribution / active EE | $722 | $1,907-62.1% | $4,821-85.0% | $2,638-72.6% |
| Participant deferral / active EE | $1,427 | $2,730-47.7% | $5,682-74.9% | $4,530-68.5% |
| Admin fee / account holder | $189 | $343-45.0% | $13,215-98.6% | $347-45.6% |