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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,981 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $8,699 |
Participant contribution per participant 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 | $72,192 | $52,678+37.0% | $75,784-4.7% | $59,633+21.1% |
| Participation rate | 91.8% | 67.2%+24.6pp | 75.8%+16.0pp | 68.7%+23.1pp |
| Annual return | -1.01% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $54,542 | $2,193+2386.6% | $3,323+1541.2% | $2,203+2376.2% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $202 | $3,610-94.4% | $5,300-96.2% | $4,297-95.3% |