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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 45-5299063 | Accounting | $16,600 |
Filed as: BENCHMARK FINANCIAL LTD Service code 49 · EIN 38-2265280 | Other Services | $4,110 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,841 | $51,466+51.2% | $78,778-1.2% | $62,293+25.0% |
| Participation rate | 59.2% | 59.8%-0.6pp | 69.2%-10.0pp | 69.5%-10.3pp |
| Annual return | 17.70% | 19.96%-2.3pp | 35.62%-17.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,730 | $2,147+73.7% | $2,958+26.1% | $3,169+17.7% |
| Admin fee / account holder | $29 | $489-94.0% | $5,134-99.4% | $479-93.9% |