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| Provider | Service type | Compensation |
|---|---|---|
401K LOGIC2 years Filed as: 401K LOGIC INC Service code 27 · EIN 90-0794213 | Advisory (Plan) | $94,754 |
JOHNSON, PETEREK & HOWSE1 year Filed as: JOHNSON, PETEREK, &HOWSE Service code 10 · EIN 36-4052819 | Accounting | $16,500 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,720 |
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.)
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 | $48,078 | $64,286-25.2% | $90,970-47.1% | $73,412-34.5% |
| Participation rate | 68.7% | 63.6%+5.1pp | 69.0%-0.3pp | 72.2%-3.5pp |
| Annual return | 13.85% | 21.46%-7.6pp | 134.60%-120.7pp | 59.30%-45.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,747 | $2,453+12.0% | $3,373-18.6% | $3,806-27.8% |
| Admin fee / account holder | $523 | $287+82.0% | $5,961-91.2% | $158+230.9% |