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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,746 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,560 |
N.A. FALCONE & ASSOCIATES, INC.3+ years Service code 13 · EIN 23-2773128 | Contract Administrator | $21,698 |
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 | $140,287 | $46,332+202.8% | $143,799-2.4% | $64,819+116.4% |
| Participation rate | 97.3% | 64.2%+33.0pp | 80.3%+17.0pp | 71.5%+25.8pp |
| Annual return | 1.84% | -10.05%+11.9pp | -0.04%+1.9pp | 32.84%-31.0pp |
| Employer contribution / active EE | $13,167 | $1,911+589.0% | $4,952+165.9% | $2,507+425.2% |
| Participant deferral / active EE | $9,205 | $2,647+247.7% | $5,638+63.3% | $4,311+113.5% |
| Admin fee / account holder | $289 | $154+88.1% | $14,677-98.0% | $188+54.0% |