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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOREST CAPITAL Service code 27 420 W HURON ST · CHICAGO, IL 60654 | Advisory (Plan) | $5,454,003 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $149,022 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $43,982 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,607 | $127,481-86.2% | $149,730-88.2% | $90,274-80.5% |
| Participation rate | 91.1% | 78.2%+12.9pp | 82.5%+8.6pp | 73.4%+17.8pp |
| Annual return | 61.76% | 57.78%+4.0pp | 276.70%-214.9pp | 53.97%+7.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $5,960 | $6,975-14.6% | $6,843-12.9% | $4,231+40.9% |
| Admin fee / account holder | $121 | $152-20.5% | $9,310-98.7% | $114+5.7% |