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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,907 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $19,554 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,001 | $47,977-27.0% | $154,107-77.3% | $56,287-37.8% |
| Participation rate | 75.9% | 66.2%+9.7pp | 83.0%-7.1pp | 69.9%+6.1pp |
| Annual return | -13.83% | 3.54%-17.4pp | 735.12%-749.0pp | -9.96%-3.9pp |
| Employer contribution / active EE | $3,538 | $2,169+63.1% | $5,298-33.2% | $2,111+67.6% |
| Participant deferral / active EE | $4,925 | $2,392+105.9% | $5,081-3.1% | $3,350+47.0% |
| Admin fee / account holder | $284 | $438-35.1% | $13,411-97.9% | $521-45.4% |