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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,537 |
ALLEN & COMPANY OF FLORIDA, INC.4+ years Filed as: ALLEN & CO OF FL INC Service code 49 · EIN 59-0913641 | Other Services | $11,803 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,817 | $51,620-38.4% | $90,300-64.8% | $65,185-51.2% |
| Participation rate | 97.5% | 68.6%+28.9pp | 73.3%+24.2pp | 70.2%+27.3pp |
| Annual return | 6.74% | 24.94%-18.2pp | 78.11%-71.4pp | 29.38%-22.6pp |
| Employer contribution / active EE | $1,611 | $2,235-27.9% | $2,854-43.6% | $2,177-26.0% |
| Participant deferral / active EE | $1,892 | $2,871-34.1% | $3,884-51.3% | $3,514-46.2% |
| Admin fee / account holder | $184 | $384-52.0% | $5,353-96.6% | $847-78.2% |