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| Provider | Service type | Compensation |
|---|---|---|
LEUMI INVESTMENT SERVICES INC2+ years Service code 49 · EIN 13-4132289 | Other Services | $27,209 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,368 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,942 | $33,232-73.1% | $71,796-87.5% | $63,975-86.0% |
| Participation rate | 88.5% | 60.1%+28.4pp | 69.1%+19.4pp | 71.1%+17.4pp |
| Annual return | 8.47% | 11.99%-3.5pp | 78.04%-69.6pp | 48.65%-40.2pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $971 | $1,604-39.4% | $2,794-65.2% | $3,356-71.1% |
| Admin fee / account holder | $10 | $63-84.7% | $4,815-99.8% | $70-86.2% |