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| Provider | Service type | Compensation |
|---|---|---|
STABILITY FINANCIAL LLC2+ years Service code 27 · EIN 46-3092632 | Advisory (Plan) | $94,656 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,460 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,017 | $48,744-58.9% | $93,669-78.6% | $199,921-90.0% |
| Participation rate | 86.5% | 63.7%+22.8pp | 68.7%+17.8pp | 72.0%+14.5pp |
| Annual return | 11.58% | 15.36%-3.8pp | 133.59%-122.0pp | 34.28%-22.7pp |
| Employer contribution / active EE | $465 | $1,140-59.2% | $2,424-80.8% | $3,035-84.7% |
| Participant deferral / active EE | $3,068 | $2,825+8.6% | $4,416-30.5% | $5,089-39.7% |
| Admin fee / account holder | $46 | $195-76.4% | $8,291-99.4% | $269-82.9% |