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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,638 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INC Service code 27 · EIN 39-6037917 | Advisory (Plan) | $31,818 |
Service code 49 · EIN 39-1816008 | Other Services | $18,634 |
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 | $49,021 | $54,390-9.9% | $117,039-58.1% | $69,631-29.6% |
| Participation rate | 81.7% | 58.5%+23.2pp | 77.2%+4.5pp | 70.7%+11.0pp |
| Annual return | 13.61% | 18.33%-4.7pp | 18.95%-5.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,573 | $1,357+15.9% | $3,785-58.4% | $2,032-22.6% |
| Participant deferral / active EE | $2,275 | $2,076+9.6% | $3,929-42.1% | $3,224-29.4% |
| Admin fee / account holder | $291 | $98+198.0% | $5,974-95.1% | $110+163.8% |