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| Provider | Service type | Compensation |
|---|---|---|
401K LOGIC1 year Service code 27 · EIN 90-0794213 | Advisory (Plan) | $85,380 |
PETEREK & HOWSE LLP1 year Filed as: PETEREK & HOWSE, LLP Service code 10 · EIN 36-4052819 | Accounting | $15,499 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,277 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,926 | $37,044-3.0% | $71,796-50.0% | $57,658-37.7% |
| Participation rate | 62.9% | 61.1%+1.7pp | 69.1%-6.3pp | 70.2%-7.4pp |
| Annual return | 5.36% | 12.64%-7.3pp | 78.04%-72.7pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,645 | $1,974-16.7% | $2,794-41.1% | $3,061-46.2% |
| Admin fee / account holder | $466 | $101+361.3% | $4,815-90.3% | $95+392.5% |