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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,805 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $7,583 |
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 | $85,932 | $48,078+78.7% | $78,676+9.2% | $62,881+36.7% |
| Participation rate | 73.8% | 65.2%+8.6pp | 73.6%+0.2pp | 69.3%+4.5pp |
| Annual return | 8.32% | 31.36%-23.0pp | 62.19%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,051 | $2,015+51.4% | $2,850+7.0% | $2,281+33.7% |
| Participant deferral / active EE | $5,758 | $2,587+122.6% | $3,517+63.7% | $3,203+79.8% |
| Admin fee / account holder | $187 | $3,206-94.2% | $4,510-95.8% | $4,296-95.6% |