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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.2 years Service code 27 · EIN 25-1121408 | Advisory (Plan) | $24,453 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,221 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $117,818 | $72,492+62.5% | $87,104+35.3% | $72,975+61.4% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 11.06% | 24.46%-13.4pp | 28.19%-17.1pp | 81.01%-70.0pp |
| Employer contribution / active EE | $971 | $1,894-48.7% | $2,521-61.5% | $2,440-60.2% |
| Participant deferral / active EE | $3,029 | $3,270-7.3% | $4,048-25.2% | $3,608-16.0% |
| Admin fee / account holder | $102 | $5,055-98.0% | $7,491-98.6% | $5,124-98.0% |