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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,334 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,287 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037959 | Other Services | $2,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,396 | $65,378-29.0% | $87,103-46.7% | $65,186-28.8% |
| Participation rate | 62.1% | 75.3%-13.3pp | 76.9%-14.8pp | 70.2%-8.1pp |
| Annual return | 19.40% | 31.28%-11.9pp | 28.19%-8.8pp | 29.39%-10.0pp |
| Employer contribution / active EE | $2,460 | $1,823+35.0% | $2,521-2.4% | $2,177+13.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $316 | $520-39.2% | $7,491-95.8% | $847-62.7% |