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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,338 |
ALARM.COM HOLDINGS INC1 year Service code 27 · EIN 26-4247032 | Advisory (Plan) | $22,500 |
ARONSON LLC1 year Service code 10 · EIN 37-1611326 | Accounting | $17,996 |
Service code 49 · EIN 74-2794194 | Other Services | $7,147 |
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 | $37,807 | $56,640-33.3% | $80,977-53.3% | $57,658-34.4% |
| Participation rate | 85.2% | 75.9%+9.3pp | 75.8%+9.4pp | 70.2%+14.9pp |
| Annual return | 19.88% | 19.97%-0.1pp | 17.11%+2.8pp | 5.13%+14.8pp |
| Employer contribution / active EE | $1,948 | $2,085-6.6% | $3,715-47.6% | $1,974-1.3% |
| Participant deferral / active EE | $5,576 | $4,944+12.8% | $5,696-2.1% | $3,061+82.2% |
| Admin fee / account holder | $211 | $87+142.8% | $5,517-96.2% | $95+123.7% |