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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,861 |
ALLEN & COMPANY OF FLORIDA, INC.1+ years Filed as: ALLEN & CO OF FL INC Service code 49 · EIN 59-0913641 | Other Services | $8,230 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,270 | $43,423-16.5% | $78,676-53.9% | $55,167-34.3% |
| Participation rate | 79.6% | 68.0%+11.5pp | 73.6%+6.0pp | 69.0%+10.6pp |
| Annual return | -0.15% | 11.53%-11.7pp | 62.19%-62.3pp | 169.23%-169.4pp |
| Employer contribution / active EE | $1,278 | $1,997-36.0% | $2,850-55.1% | $1,963-34.9% |
| Participant deferral / active EE | $1,606 | $2,509-36.0% | $3,517-54.3% | $3,054-47.4% |
| Admin fee / account holder | $110 | $416-73.6% | $4,510-97.6% | $504-78.2% |