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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,569 |
FIRST HORIZON ADVISORS INC5 years Service code 49 · EIN 62-1254528 | Other Services | $3,139 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,128 | $79,171-30.4% | $102,423-46.2% | $74,495-26.0% |
| Participation rate | 87.0% | 74.8%+12.2pp | 76.5%+10.5pp | 67.2%+19.8pp |
| Annual return | 10.07% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,144 | $2,362-51.6% | $3,023-62.2% | $2,623-56.4% |
| Participant deferral / active EE | $3,093 | $4,415-30.0% | $5,053-38.8% | $4,346-28.8% |
| Admin fee / account holder | $30 | $2,001-98.5% | $9,451-99.7% | $1,942-98.5% |