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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,253 |
PENSION PLAN SERVICES4 years Service code 10 · EIN 38-2154774 8263 S. SAGINAW ST. · GRAND BLANC, MI 48439 | Accounting | $8,609 |
PENSION PLAN SERVICES2 years Filed as: PENSION PLAN SERVICES, INC. Service code 13 | Contract Administrator | $1,448 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $579 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $458 |
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.
Annual investment return 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 | $35,030 | $47,135-25.7% | $149,717-76.6% | $74,440-52.9% |
| Participation rate | 31.9% | 63.4%-31.6pp | 78.8%-46.9pp | 70.7%-38.9pp |
| Annual return | 13.29% | 22.75%-9.5pp | 134.41%-121.1pp | 34.37%-21.1pp |
| Employer contribution / active EE | $205 | $1,906-89.3% | $4,820-95.8% | $2,638-92.2% |
| Participant deferral / active EE | $1,422 | $2,728-47.9% | $5,682-75.0% | $4,529-68.6% |
| Admin fee / account holder | $185 | $343-46.1% | $13,213-98.6% | $348-46.9% |