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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,335 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $1,893 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $95,438 | $63,114+51.2% | $92,915+2.7% | $65,186+46.4% |
| Participation rate | 93.3% | 68.8%+24.5pp | 76.0%+17.3pp | 70.2%+23.1pp |
| Annual return | 22.47% | 28.75%-6.3pp | 109.45%-87.0pp | 29.39%-6.9pp |
| Employer contribution / active EE | $905 | $2,571-64.8% | $3,653-75.2% | $2,177-58.4% |
| Participant deferral / active EE | $5,146 | $3,108+65.6% | $4,238+21.4% | $3,514+46.4% |
| Admin fee / account holder | $36 | $624-94.3% | $5,796-99.4% | $847-95.8% |