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| Provider | Service type | Compensation |
|---|---|---|
NBC SECURITIES INC5+ years Service code 49 · EIN 63-0923499 | Other Services | $70,363 |
Filed as: PEARCE BEVILL LEESBURG Service code 10 · EIN 63-0813240 | Accounting | $39,016 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,088 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $50,550 | $105,173-51.9% | $87,104-42.0% | $77,775-35.0% |
| Participation rate | 71.6% | 85.8%-14.2pp | 76.9%-5.3pp | 73.2%-1.7pp |
| Annual return | 21.39% | 24.52%-3.1pp | 28.19%-6.8pp | 32.58%-11.2pp |
| Employer contribution / active EE | $678 | $2,890-76.5% | $2,521-73.1% | $2,504-72.9% |
| Participant deferral / active EE | $2,244 | $5,048-55.6% | $4,048-44.6% | $3,966-43.4% |
| Admin fee / account holder | $67 | $105-36.0% | $7,491-99.1% | $100-33.1% |