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| Provider | Service type | Compensation |
|---|---|---|
401KLOGIC LLC1 year Filed as: 401KLOGIC LLC. Service code 27 · EIN 90-0794213 | Advisory (Plan) | $80,733 |
PETEREK & HOWSE LLP2 years Filed as: PETEREK & HOWSE, LLP Service code 10 · EIN 36-4052819 | Accounting | $15,999 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,452 |
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 | $42,096 | $48,064-12.4% | $78,778-46.6% | $69,631-39.5% |
| Participation rate | 62.6% | 61.6%+1.0pp | 69.2%-6.6pp | 70.7%-8.1pp |
| Annual return | 13.49% | 21.81%-8.3pp | 35.62%-22.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,035 | $2,079-2.1% | $2,958-31.2% | $3,224-36.9% |
| Admin fee / account holder | $473 | $152+211.4% | $5,134-90.8% | $110+328.6% |