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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $688 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $50 |
BUFFALO FUNDS1 year Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
CENTAURUS FINANCIAL INC3+ years Filed as: CENTAURUS FINANCIAL, INC. Service code 49 · EIN 33-0530236 | Other Services | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 | Investment Management | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,224 | $31,388+2.7% | $73,545-56.2% | $62,292-48.3% |
| Participation rate | 39.5% | 39.9%-0.4pp | 54.9%-15.4pp | 69.5%-30.0pp |
| Annual return | 17.20% | 25.34%-8.1pp | -15.16%+32.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $789 | $498+58.4% | $1,219-35.3% | $2,042-61.4% |
| Participant deferral / active EE | $1,827 | $1,028+77.7% | $1,806+1.2% | $3,169-42.3% |
| Admin fee / account holder | $19 | $299-93.5% | $2,320-99.2% | $479-95.9% |