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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,230 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,385 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037959 | Other Services | $2,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,629 | $59,186-31.4% | $76,768-47.1% | $56,287-27.8% |
| Participation rate | 60.8% | 75.2%-14.4pp | 77.0%-16.1pp | 69.9%-9.0pp |
| Annual return | -7.13% | 6.62%-13.7pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,290 | $3,255-29.6% | $3,852-40.5% | $3,350-31.6% |
| Admin fee / account holder | $287 | $489-41.4% | $6,675-95.7% | $521-45.0% |