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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,123 |
KEVIN GRANT1 year Service code 27 · EIN 03-5255358 | Advisory (Plan) | $7,500 |
Service code 49 · EIN 74-2794194 | Other Services | $2,777 |
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 | $65,644 | $46,072+42.5% | $69,779-5.9% | $55,167+19.0% |
| Participation rate | 72.0% | 67.5%+4.6pp | 71.8%+0.2pp | 69.0%+3.0pp |
| Annual return | 6.71% | 8.68%-2.0pp | 12.99%-6.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,011 | $1,500-32.6% | $2,338-56.8% | $1,963-48.5% |
| Participant deferral / active EE | $2,490 | $2,344+6.2% | $2,931-15.1% | $3,054-18.5% |
| Admin fee / account holder | $95 | $428-77.8% | $4,381-97.8% | $504-81.2% |