Filed August 31, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,973 |
WEALTHPLAN ADVISORS LLC1 year Service code 27 · EIN 47-2622892 | Advisory (Plan) | $12,563 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,383 | $38,969-68.2% | $109,313-88.7% | $55,167-77.6% |
| Participation rate | 75.1% | 58.2%+16.9pp | 71.3%+3.8pp | 69.0%+6.1pp |
| Annual return | 19.77% | 8.26%+11.5pp | 22.07%-2.3pp | 169.23%-149.5pp |
| Employer contribution / active EE | $371 | $1,227-69.7% | $3,892-90.5% | $1,963-81.1% |
| Participant deferral / active EE | $2,224 | $2,176+2.2% | $3,166-29.8% | $3,054-27.2% |
| Admin fee / account holder | $110 | $501-78.0% | $5,666-98.1% | $504-78.1% |