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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 68-0207610 | Advisory (Plan) | $54,857 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,649 |
Employer contribution per participant 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 | $122,947 | $99,957+23.0% | $149,745-17.9% | $73,497+67.3% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 28.56% | 53.87%-25.3pp | 276.72%-248.2pp | 28.51%0pp |
| Employer contribution / active EE | $63 | $3,191-98.0% | $4,646-98.6% | $2,270-97.2% |
| Participant deferral / active EE | $10,225 | $6,073+68.4% | $6,843+49.4% | $3,740+173.4% |
| Admin fee / account holder | $139 | $551-74.8% | $9,312-98.5% | $513-72.9% |