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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,761 |
Filed as: HIGGINBOTHAM INSURANCE AGENCY, INC. Service code 49 · EIN 26-0879999 | Other Services | $0 |
STAHL & ASSOCIATES4 years 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.
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 | $51,010 | $96,484-47.1% | $156,263-67.4% | $74,304-31.4% |
| Participation rate | 85.3% | 67.7%+17.7pp | 78.9%+6.4pp | 60.3%+25.0pp |
| Annual return | -0.47% | 17.73%-18.2pp | 59.47%-59.9pp | 29.43%-29.9pp |
| Employer contribution / active EE | $5,880 | $2,528+132.6% | $4,333+35.7% | $2,241+162.4% |
| Participant deferral / active EE | $1,742 | $4,286-59.3% | $6,158-71.7% | $3,767-53.8% |
| Admin fee / account holder | $9 | $3,728-99.8% | $14,255-99.9% | $2,969-99.7% |