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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,730 |
WOODBURY FINANCIAL SERVICES2+ years Service code 49 · EIN 41-0944586 | Other Services | $20,118 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,596 | $46,732-30.2% | $156,551-79.2% | $55,167-40.9% |
| Participation rate | 70.2% | 65.8%+4.4pp | 84.0%-13.8pp | 69.0%+1.2pp |
| Annual return | 6.69% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $954 | $2,105-54.7% | $5,501-82.6% | $1,963-51.4% |
| Participant deferral / active EE | $1,785 | $2,204-19.0% | $4,871-63.4% | $3,054-41.6% |
| Admin fee / account holder | $124 | $418-70.3% | $13,028-99.0% | $504-75.3% |