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| Provider | Service type | Compensation |
|---|---|---|
J D RESLEY ASSOCIATES INC4+ years Service code 49 · EIN 35-1970909 | Other Services | $10,980 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $21,662 | $37,196-41.8% | $154,111-85.9% | $55,725-61.1% |
| Participation rate | 48.3% | 64.1%-15.8pp | 83.0%-34.8pp | 70.9%-22.6pp |
| Annual return | -7.00% | 1319.68%-1326.7pp | 735.18%-742.2pp | 244.93%-251.9pp |
| Employer contribution / active EE | $494 | $1,614-69.4% | $5,298-90.7% | $2,078-76.2% |
| Participant deferral / active EE | $1,571 | $2,068-24.1% | $5,081-69.1% | $3,356-53.2% |
| Admin fee / account holder | $19 | $102-81.7% | $13,411-99.9% | $115-83.8% |