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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,420 |
STAHL & ASSOCIATES1 year Filed as: STAHL & ASSOCIATES INSURANCE INC Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,919 | $86,692-33.2% | $119,634-51.6% | $66,949-13.5% |
| Participation rate | 86.8% | 75.6%+11.2pp | 79.3%+7.6pp | 69.8%+17.0pp |
| Annual return | 3.22% | -8.00%+11.2pp | -14.98%+18.2pp | 1.57%+1.6pp |
| Employer contribution / active EE | $3,756 | $2,536+48.1% | $4,232-11.3% | $2,545+47.6% |
| Participant deferral / active EE | $1,859 | $4,360-57.4% | $5,601-66.8% | $4,239-56.1% |
| Admin fee / account holder | $8 | $755-99.0% | $10,329-99.9% | $594-98.7% |