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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,819 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 49 · EIN 04-2675571 | Other Services | $7,889 |
Annual investment return 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 | $12,316 | $36,916-66.6% | $156,551-92.1% | $57,658-78.6% |
| Participation rate | 98.6% | 63.4%+35.1pp | 84.0%+14.5pp | 70.2%+28.3pp |
| Annual return | 4.63% | 12.38%-7.8pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $540 | $1,571-65.6% | $5,501-90.2% | $1,974-72.7% |
| Participant deferral / active EE | $1,154 | $1,926-40.1% | $4,871-76.3% | $3,061-62.3% |
| Admin fee / account holder | $69 | $82-15.8% | $13,028-99.5% | $95-26.5% |