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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS (JHW) Service code 27 · EIN 68-0279977 | Advisory (Plan) | $12,546 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,667 |
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 | $58,555 | $43,550+34.5% | $63,244-7.4% | $52,331+11.9% |
| Participation rate | 79.2% | 65.7%+13.5pp | 71.0%+8.1pp | 68.1%+11.1pp |
| Annual return | 11.68% | 2.03%+9.6pp | -70.31%+82.0pp | 4.54%+7.1pp |
| Employer contribution / active EE | $1,047 | $1,351-22.5% | $2,322-54.9% | $1,882-44.4% |
| Participant deferral / active EE | $2,543 | $2,254+12.8% | $2,953-13.9% | $3,022-15.9% |
| Admin fee / account holder | $123 | $387-68.3% | $5,893-97.9% | $592-79.2% |