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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,318 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,151 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES INC Service code 10 · EIN 34-1310124 | Accounting | $10,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $69,748 | $60,545+15.2% | $92,240-24.4% | $69,631+0.2% |
| Participation rate | 98.7% | 72.2%+26.6pp | 76.5%+22.2pp | 70.7%+28.0pp |
| Annual return | 19.16% | 19.71%-0.6pp | 176.29%-157.1pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $6,935 | $2,633+163.4% | $3,680+88.5% | $2,032+241.3% |
| Participant deferral / active EE | $4,639 | $2,828+64.1% | $3,897+19.0% | $3,224+43.9% |
| Admin fee / account holder | $188 | $145+29.7% | $5,194-96.4% | $110+70.0% |