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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,114 |
NORTHWESTERN MUTUAL INVESTMENT SERV11+ years Service code 27 · EIN 39-2018056 | Advisory (Plan) | $28,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,160 | $46,464+29.5% | $150,298-60.0% | $79,634-24.5% |
| Participation rate | 42.6% | 57.0%-14.4pp | 77.8%-35.2pp | 62.5%-19.9pp |
| Annual return | 13.45% | 27.89%-14.4pp | 62.79%-49.3pp | 36.46%-23.0pp |
| Employer contribution / active EE | $552 | $1,512-63.5% | $4,154-86.7% | $2,529-78.2% |
| Participant deferral / active EE | $1,849 | $2,157-14.3% | $5,453-66.1% | $3,835-51.8% |
| Admin fee / account holder | $185 | $891-79.2% | $14,116-98.7% | $1,002-81.5% |