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| Provider | Service type | Compensation |
|---|---|---|
ALLEN & COMPANY OF FLORIDA, INC.2+ years Filed as: ALLEN & CO OF FL INC Service code 49 · EIN 59-0913641 | Other Services | $9,459 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,882 |
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 | $38,821 | $50,637-23.3% | $86,582-55.2% | $62,293-37.7% |
| Participation rate | 76.3% | 67.9%+8.4pp | 73.5%+2.7pp | 69.5%+6.7pp |
| Annual return | 14.87% | 20.80%-5.9pp | 965.08%-950.2pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,325 | $2,075-36.2% | $2,839-53.3% | $2,042-35.1% |
| Participant deferral / active EE | $1,749 | $2,611-33.0% | $3,609-51.5% | $3,169-44.8% |
| Admin fee / account holder | $47 | $413-88.6% | $4,904-99.0% | $479-90.2% |