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| Provider | Service type | Compensation |
|---|---|---|
401KLOGIC LLC2 years Filed as: 401KLOGIC LLC. Service code 27 · EIN 90-0794213 | Advisory (Plan) | $83,028 |
PETEREK & HOWSE LLP4+ years Service code 10 · EIN 36-4052819 | Accounting | $16,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,804 |
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 | $39,804 | $35,485+12.2% | $74,551-46.6% | $55,725-28.6% |
| Participation rate | 61.7% | 62.5%-0.8pp | 69.1%-7.4pp | 70.9%-9.2pp |
| Annual return | -6.95% | 0.72%-7.7pp | 32.53%-39.5pp | 244.93%-251.9pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,388 | $2,181+9.5% | $3,108-23.2% | $3,356-28.8% |
| Admin fee / account holder | $502 | $114+338.7% | $5,059-90.1% | $115+335.5% |