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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,634 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $6,886 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,266 | $58,888-24.8% | $178,499-75.2% | $73,493-39.8% |
| Participation rate | 63.0% | 66.2%-3.2pp | 81.9%-18.9pp | 70.7%-7.6pp |
| Annual return | 7.37% | 24.86%-17.5pp | 151.10%-143.7pp | 28.51%-21.1pp |
| Employer contribution / active EE | $539 | $2,236-75.9% | $5,011-89.2% | $2,270-76.3% |
| Participant deferral / active EE | $1,535 | $2,568-40.2% | $5,202-70.5% | $3,740-58.9% |
| Admin fee / account holder | $137 | $400-65.7% | $13,986-99.0% | $513-73.2% |