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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $10,069 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $9,237 |
BOYLE CAPITAL MANAGEMENT3+ years Filed as: BOYLE, MICHAEL T. Service code 49 | Other Services | $9,003 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,270 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 1013 CENTRE RD STE 100 · WILMINGTON, DE 198051265 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,005 | $51,466+53.5% | $78,778+0.3% | $62,293+26.8% |
| Participation rate | 50.3% | 59.8%-9.5pp | 69.2%-18.9pp | 69.5%-19.2pp |
| Annual return | -0.32% | 19.96%-20.3pp | 35.62%-35.9pp | 28.90%-29.2pp |
| Employer contribution / active EE | $1,233 | $827+49.1% | $1,986-37.9% | $2,042-39.6% |
| Participant deferral / active EE | $3,780 | $2,147+76.0% | $2,958+27.8% | $3,169+19.3% |
| Admin fee / account holder | $213 | $489-56.5% | $5,134-95.9% | $479-55.6% |