See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $25,686 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $12,571 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,771 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,364 | $82,978+28.2% | $129,995-18.2% | $71,457+48.8% |
| Participation rate | 58.5% | 74.1%-15.6pp | 78.5%-20.0pp | 67.9%-9.5pp |
| Annual return | 5.05% | 20.60%-15.5pp | -137.18%+142.2pp | 28.85%-23.8pp |
| Employer contribution / active EE | $1,476 | $2,622-43.7% | $4,320-65.8% | $2,588-42.9% |
| Participant deferral / active EE | $2,955 | $4,432-33.3% | $5,820-49.2% | $4,289-31.1% |
| Admin fee / account holder | $121 | $1,729-93.0% | $10,614-98.9% | $1,587-92.4% |