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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,207,095 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $162,500 |
WRIGHT FORD YOUNG & CO4 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $36,500 |
Service code 16 · EIN 46-2183610 | Consulting | $7,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,916 | $128,169-46.2% | $147,117-53.2% | $106,553-35.3% |
| Participation rate | 22.0% | 67.3%-45.3pp | 82.2%-60.2pp | 69.8%-47.8pp |
| Annual return | 13.01% | 17.88%-4.9pp | 420.54%-407.5pp | 17.37%-4.4pp |
| Employer contribution / active EE | $346 | $3,374-89.7% | $4,932-93.0% | $3,359-89.7% |
| Participant deferral / active EE | $1,346 | $7,665-82.4% | $8,065-83.3% | $5,562-75.8% |
| Admin fee / account holder | $106 | $88+20.9% | $12,993-99.2% | $80+33.7% |