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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,755 |
ALTIGRO PENSION SERVICES INC1+ years Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 13 · EIN 86-1297868 | Contract Administrator | $11,667 |
GREEN RIDGE WEALTH PLANNING LLC1+ years Service code 27 · EIN 81-1222904 | Advisory (Plan) | $10,034 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,889 | $72,303-84.9% | $86,698-87.4% | $64,824-83.2% |
| Participation rate | 99.1% | 80.4%+18.7pp | 76.6%+22.5pp | 71.5%+27.6pp |
| Annual return | 0.00% | 392.77%-392.8pp | 35.96%-36.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $2,450 | $2,393+2.4% | $2,837-13.6% | $2,507-2.3% |
| Participant deferral / active EE | $4,617 | $4,660-0.9% | $4,656-0.8% | $4,311+7.1% |
| Admin fee / account holder | $134 | $174-23.1% | $7,492-98.2% | $188-28.8% |