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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,100 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,884 |
LEONARD CARDER, LLP5 years Filed as: LEONARD ADAMS INSURANCE INC Service code 49 | Other Services | $1,518 |
LEONARD ADAMS INSURANCE INC DBA LEO10+ years Service code 49 · EIN 93-0502772 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,828 | $55,402+29.7% | $76,089-5.6% | $77,714-7.6% |
| Participation rate | 28.5% | 63.6%-35.1pp | 69.1%-40.6pp | 70.6%-42.1pp |
| Annual return | 10.67% | 17.09%-6.4pp | 360.94%-350.3pp | 31.26%-20.6pp |
| Employer contribution / active EE | $241 | $1,789-86.5% | $2,690-91.0% | $2,727-91.2% |
| Participant deferral / active EE | $1,817 | $3,450-47.3% | $4,259-57.3% | $4,649-60.9% |
| Admin fee / account holder | $236 | $410-42.6% | $6,418-96.3% | $433-45.6% |