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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,085 |
S B H U LIFE AGENCY INC5+ years Service code 49 · EIN 13-2896238 | Other Services | $1,716 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,722 | $54,590-58.4% | $81,930-72.3% | $73,488-69.1% |
| Participation rate | 91.2% | 68.3%+22.9pp | 72.0%+19.2pp | 70.7%+20.5pp |
| Annual return | 8.34% | 17.74%-9.4pp | 29.49%-21.2pp | 28.51%-20.2pp |
| Employer contribution / active EE | $1,262 | $1,636-22.9% | $4,310-70.7% | $2,270-44.4% |
| Participant deferral / active EE | $2,958 | $2,759+7.2% | $7,107-58.4% | $3,740-20.9% |
| Admin fee / account holder | $163 | $592-72.5% | $5,158-96.8% | $513-68.2% |