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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 46-0635077 | Bank Trustee | $22,243 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,739 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,697 |
Service code 13 · EIN 81-4636200 | Contract Administrator | $7,744 |
CARPENTER MORSE GROUP2+ years Service code 13 | Contract Administrator | $6,705 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 | Advisory (Plan) | $35 |
CARPENTER MORSE GROUP1 year Filed as: CARPENTER MORSE GROUP PA Service code 13 · EIN 59-2201638 | Contract Administrator | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,587 | $69,305-57.3% | $82,312-64.1% | $69,631-57.5% |
| Participation rate | 57.0% | 80.3%-23.2pp | 76.9%-19.9pp | 70.7%-13.7pp |
| Annual return | 13.99% | 21.47%-7.5pp | 25.88%-11.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $413 | $1,887-78.1% | $2,428-83.0% | $2,032-79.7% |
| Participant deferral / active EE | $1,540 | $3,568-56.8% | $3,706-58.4% | $3,224-52.2% |
| Admin fee / account holder | $50 | $97-48.4% | $5,608-99.1% | $110-54.6% |