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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,493 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $83,549 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,648 | $95,388+66.3% | $125,401+26.5% | $77,906+103.6% |
| Participation rate | 99.7% | 78.6%+21.1pp | 82.4%+17.4pp | 73.7%+26.0pp |
| Annual return | -15.76% | 116.19%-132.0pp | 572.53%-588.3pp | 12.16%-27.9pp |
| Employer contribution / active EE | $5,702 | $3,666+55.5% | $4,816+18.4% | $2,846+100.3% |
| Participant deferral / active EE | $11,394 | $7,711+47.8% | $7,448+53.0% | $4,805+137.1% |
| Admin fee / account holder | $124 | $119+4.3% | $10,008-98.8% | $133-6.5% |