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| Provider | Service type | Compensation |
|---|---|---|
JJB HILLIARD W L LYONS LLC3+ years Service code 49 · EIN 26-2333067 | Other Services | $30,552 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,967 | $44,989-22.3% | $170,435-79.5% | $77,958-55.1% |
| Participation rate | 57.8% | 64.6%-6.8pp | 83.6%-25.8pp | 71.6%-13.9pp |
| Annual return | 19.32% | 19.61%-0.3pp | 205.94%-186.6pp | 20.87%-1.5pp |
| Employer contribution / active EE | $1,238 | $1,466-15.5% | $5,432-77.2% | $2,310-46.4% |
| Participant deferral / active EE | $2,358 | $2,208+6.8% | $4,939-52.3% | $3,537-33.3% |
| Admin fee / account holder | $14 | $69-79.2% | $13,881-99.9% | $97-85.3% |