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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,444 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,885 |
GENOVESE BURFORD & BROTHERS2 years Service code 27 · EIN 68-0207610 | Advisory (Plan) | $22,843 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,595 | $104,479+33.6% | $159,474-12.5% | $79,391+75.8% |
| Participation rate | 97.8% | 76.6%+21.2pp | 82.8%+15.0pp | 70.7%+27.1pp |
| Annual return | 17.93% | 67.98%-50.0pp | 263.68%-245.7pp | 116.88%-99.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $11,359 | $6,468+75.6% | $7,353+54.5% | $4,046+180.7% |
| Admin fee / account holder | $174 | $711-75.5% | $10,802-98.4% | $627-72.2% |