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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,389 |
FMN CAPITAL CORPORATION4 years Filed as: FMN CAPITAL CORP Service code 49 · EIN 33-0649400 | Other Services | $6,329 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,281 | $54,193-55.2% | $93,606-74.1% | $77,643-68.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 68.7%+28.7pp | 70.6%+26.8pp |
| Annual return | 10.08% | 30.54%-20.5pp | 133.20%-123.1pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,288 | $1,168+10.3% | $2,420-46.8% | $2,726-52.8% |
| Participant deferral / active EE | $3,090 | $3,144-1.7% | $4,411-29.9% | $4,647-33.5% |
| Admin fee / account holder | $33 | $576-94.3% | $8,285-99.6% | $430-92.4% |