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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,320 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,288 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037959 | Other Services | $1,938 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,015 | $73,638-29.4% | $95,964-45.8% | $73,497-29.2% |
| Participation rate | 68.1% | 76.2%-8.1pp | 77.1%-9.0pp | 70.7%-2.6pp |
| Annual return | 9.98% | 16.78%-6.8pp | 91.64%-81.7pp | 28.51%-18.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,765 | $3,617-23.6% | $4,167-33.6% | $3,740-26.1% |
| Admin fee / account holder | $373 | $482-22.7% | $6,797-94.5% | $513-27.3% |