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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $533 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 22-0223513 | Pension Consulting | $300 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
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 | $21,632 | $46,745-53.7% | $60,547-64.3% | $52,331-58.7% |
| Participation rate | 90.2% | 58.6%+31.6pp | 68.0%+22.2pp | 68.1%+22.1pp |
| Annual return | -0.99% | 0.61%-1.6pp | 335.64%-336.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,643 | $2,145+23.2% | $3,328-20.6% | $3,022-12.5% |
| Admin fee / account holder | $5 | $537-99.0% | $4,536-99.9% | $592-99.1% |