Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $5,603 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,914 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,861 | $37,117-73.4% | $147,617-93.3% | $55,191-82.1% |
| Participation rate | 75.1% | 63.6%+11.5pp | 84.6%-9.5pp | 69.2%+5.9pp |
| Annual return | -0.79% | 3.44%-4.2pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $221 | $1,620-86.4% | $5,564-96.0% | $1,899-88.4% |
| Participant deferral / active EE | $731 | $1,985-63.2% | $4,895-85.1% | $3,046-76.0% |
| Admin fee / account holder | $17 | $86-80.1% | $11,612-99.9% | $91-81.3% |