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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,607 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,675 |
Filed as: REA & ASSOCIATES INC Service code 10 · EIN 34-1310124 | Accounting | $10,100 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $52,576 | $57,921-9.2% | $84,753-38.0% | $57,658-8.8% |
| Participation rate | 99.3% | 72.9%+26.4pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 6.34% | 10.24%-3.9pp | 22.78%-16.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,914 | $2,598+50.6% | $3,574+9.5% | $1,974+98.3% |
| Participant deferral / active EE | $4,171 | $2,742+52.1% | $3,712+12.4% | $3,061+36.3% |
| Admin fee / account holder | $156 | $130+20.4% | $5,333-97.1% | $95+65.2% |