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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $667,090 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 · EIN 20-8764829 | Other Services | $82,503 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $65,855 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $30,909 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $12,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,390 | $68,110-34.8% | $155,556-71.5% | $99,313-55.3% |
| Participation rate | 84.9% | 67.8%+17.1pp | 78.2%+6.7pp | 71.7%+13.2pp |
| Annual return | 14.98% | 16.16%-1.2pp | 64.84%-49.9pp | 17.67%-2.7pp |
| Employer contribution / active EE | $299 | $2,291-86.9% | $4,675-93.6% | $3,264-90.8% |
| Participant deferral / active EE | $4,565 | $3,865+18.1% | $5,631-18.9% | $5,346-14.6% |
| Admin fee / account holder | $126 | $94+33.5% | $15,885-99.2% | $109+15.0% |