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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,065 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $13,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,612 | $70,908-13.1% | $98,907-37.7% | $73,488-16.2% |
| Participation rate | 46.0% | 73.8%-27.8pp | 76.0%-30.1pp | 70.7%-24.7pp |
| Annual return | 12.24% | 34.17%-21.9pp | 196.43%-184.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $304 | $2,036-85.1% | $2,689-88.7% | $2,270-86.6% |
| Participant deferral / active EE | $1,802 | $3,500-48.5% | $4,244-57.6% | $3,740-51.8% |
| Admin fee / account holder | $206 | $535-61.6% | $6,642-96.9% | $513-59.9% |