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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE ISNURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $17,779 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS INVESTMENT Service code 27 · EIN 52-1871508 | Advisory (Plan) | $5,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,710 |
NEWPORT GROUP, INC.2+ years Service code 49 · EIN 27-2037969 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,160 | $43,423+20.1% | $78,676-33.7% | $55,167-5.5% |
| Participation rate | 28.9% | 68.0%-39.1pp | 73.6%-44.7pp | 69.0%-40.1pp |
| Annual return | 6.41% | 11.53%-5.1pp | 62.19%-55.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $489 | $1,997-75.5% | $2,850-82.9% | $1,963-75.1% |
| Participant deferral / active EE | $1,261 | $2,509-49.7% | $3,517-64.1% | $3,054-58.7% |
| Admin fee / account holder | $187 | $416-55.0% | $4,510-95.8% | $504-62.8% |