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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,046 |
INTRUST BANK, N.A.5+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $23,131 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,989 |
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 | $119,019 | $69,159+72.1% | $125,195-4.9% | $67,582+76.1% |
| Participation rate | 89.2% | 78.2%+11.0pp | 79.8%+9.5pp | 71.3%+18.0pp |
| Annual return | 23.58% | 27.12%-3.5pp | 43.79%-20.2pp | 378.57%-355.0pp |
| Employer contribution / active EE | $1,465 | $2,023-27.6% | $3,866-62.1% | $2,148-31.8% |
| Participant deferral / active EE | $5,163 | $3,700+39.6% | $4,937+4.6% | $3,539+45.9% |
| Admin fee / account holder | $223 | $142+57.2% | $9,704-97.7% | $142+56.6% |