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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,321 |
PLEXUS FINANCIAL SERVICES, LLC8+ years Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 27 · EIN 27-1746834 | Advisory (Plan) | $9,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,674 | $65,453-54.7% | $86,698-65.8% | $66,938-55.7% |
| Participation rate | 65.4% | 75.5%-10.0pp | 76.6%-11.1pp | 69.8%-4.4pp |
| Annual return | -17.52% | -10.89%-6.6pp | 35.95%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,091 | $4,102-49.0% | $4,656-55.1% | $4,238-50.7% |
| Admin fee / account holder | $213 | $642-66.8% | $7,493-97.2% | $594-64.1% |