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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,358 |
Filed as: HERNDON-RESTON INSURANCE AGENCY, IN Service code 49 · EIN 54-0834673 | Other Services | $3,189 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,549 | $49,808+17.6% | $95,745-38.8% | $74,419-21.3% |
| Participation rate | 97.5% | 66.6%+31.0pp | 72.3%+25.3pp | 70.7%+26.8pp |
| Annual return | 15.49% | 24.91%-9.4pp | 28.35%-12.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $899 | $1,639-45.1% | $2,835-68.3% | $2,637-65.9% |
| Participant deferral / active EE | $4,066 | $3,739+8.7% | $4,245-4.2% | $4,528-10.2% |
| Admin fee / account holder | $20 | $311-93.5% | $5,678-99.6% | $348-94.2% |