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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,545 |
Service code 49 · EIN 74-2794194 | Other Services | $5,037 |
ASCENSUS LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $2,714 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,418 |
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 | $37,769 | $58,726-35.7% | $92,236-59.1% | $62,293-39.4% |
| Participation rate | 92.6% | 68.3%+24.2pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 9.90% | 43.62%-33.7pp | 176.29%-166.4pp | 28.90%-19.0pp |
| Employer contribution / active EE | $3,124 | $2,392+30.6% | $3,679-15.1% | $2,042+52.9% |
| Participant deferral / active EE | $1,232 | $2,766-55.5% | $3,897-68.4% | $3,169-61.1% |
| Admin fee / account holder | $120 | $556-78.3% | $5,194-97.7% | $479-74.9% |