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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,232 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,017 |
SC&H ATTEST SERVICES, P.C.2 years Service code 10 · EIN 52-1743645 | Accounting | $19,500 |
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 | $98,407 | $82,163+19.8% | $125,363-21.5% | $64,814+51.8% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -16.31% | 3.49%-19.8pp | 572.15%-588.5pp | 32.84%-49.1pp |
| Employer contribution / active EE | $3,093 | $3,616-14.5% | $4,815-35.7% | $2,507+23.4% |
| Participant deferral / active EE | $7,874 | $7,175+9.7% | $7,447+5.7% | $4,310+82.7% |
| Admin fee / account holder | $268 | $163+64.0% | $10,005-97.3% | $188+42.5% |