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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,785 |
Service code 49 · EIN 74-2794194 | Other Services | $15,768 |
GRX HOLDINGS LLC3 years Service code 10 · EIN 26-2347195 | Accounting | $10,300 |
DENMAN & COMPANY1 year Filed as: DENMAN & COMPANY LLP Service code 10 1601 22ND STREET · W DES MOINES, IA 50266 | Accounting | $9,800 |
WILSHIRE ASSOCIATES INCORPORATED5+ years 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 | $51,592 | $54,573-5.5% | $90,970-43.3% | $73,493-29.8% |
| Participation rate | 81.9% | 61.2%+20.7pp | 69.0%+12.8pp | 70.7%+11.2pp |
| Annual return | 14.46% | 16.69%-2.2pp | 134.58%-120.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $804 | $991-18.9% | $2,122-62.1% | $2,270-64.6% |
| Participant deferral / active EE | $3,432 | $2,517+36.3% | $3,373+1.7% | $3,740-8.2% |
| Admin fee / account holder | $292 | $521-43.9% | $5,960-95.1% | $513-43.0% |