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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 88-0242968 | Accounting | $29,999 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,796 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,137 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,252 | $65,034+24.9% | $90,970-10.7% | $79,856+1.7% |
| Participation rate | 89.6% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+19.9pp |
| Annual return | -1.04% | 30.45%-31.5pp | 134.60%-135.6pp | 31.71%-32.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,024 | $2,512-19.4% | $3,373-40.0% | $3,741-45.9% |
| Admin fee / account holder | $702 | $4,536-84.5% | $5,961-88.2% | $5,306-86.8% |