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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,002 |
WNY ASSET MANAGEMENT LLC1 year Service code 27 · EIN 16-1597054 | Advisory (Plan) | $5,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,654 | $80,753-80.6% | $136,298-88.5% | $62,293-74.9% |
| Participation rate | 40.0% | 73.5%-33.5pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 19.49% | 35.83%-16.3pp | 5156.27%-5136.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $658 | $2,884-77.2% | $4,696-86.0% | $2,042-67.8% |
| Participant deferral / active EE | $1,020 | $5,164-80.2% | $6,247-83.7% | $3,169-67.8% |
| Admin fee / account holder | $146 | $525-72.2% | $9,244-98.4% | $479-69.5% |