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| Provider | Service type | Compensation |
|---|---|---|
TURNER, STONE & COMPANY7 years Service code 10 · EIN 75-2608885 | Accounting | $26,340 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,982 |
NOVA 401(K) ASSOCIATES8+ years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 | Contract Administrator | $8,314 |
FORUSALL, INC.4 years Filed as: FORUSALL Service code 27 · EIN 46-1803145 | Advisory (Plan) | $6,347 |
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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,964 | $80,992-81.5% | $96,534-84.5% | $75,173-80.1% |
| Participation rate | 72.6% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | -8.65% | 27.05%-35.7pp | 25.88%-34.5pp | 160.72%-169.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $671 | $3,929-82.9% | $4,851-86.2% | $4,126-83.7% |
| Admin fee / account holder | $247 | $6,717-96.3% | $8,253-97.0% | $5,651-95.6% |