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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,048 |
THE PARTNERS GROUP2 years Service code 27 · EIN 93-1300504 | Advisory (Plan) | $16,271 |
Filed as: TPG FINANCIAL ADVISORS Service code 27 · EIN 20-5282002 | Advisory (Plan) | $5,512 |
PENSION ASSURANCE LLP5 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,084 | $73,638-4.8% | $95,956-27.0% | $73,493-4.6% |
| Participation rate | 65.6% | 76.2%-10.6pp | 77.1%-11.5pp | 70.7%-5.1pp |
| Annual return | 12.16% | 16.78%-4.6pp | 91.63%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $935 | $1,863-49.8% | $2,541-63.2% | $2,270-58.8% |
| Participant deferral / active EE | $4,142 | $3,617+14.5% | $4,167-0.6% | $3,740+10.7% |
| Admin fee / account holder | $281 | $482-41.6% | $6,797-95.9% | $513-45.1% |