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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,273 |
Filed as: ROEHL & YI INVESTMENTS ADVISORS Service code 27 · EIN 93-1249395 | Advisory (Plan) | $38,073 |
PENSION ASSURANCE LLP4 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $0 |
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 | $94,115 | $79,519+18.4% | $95,960-1.9% | $73,412+28.2% |
| Participation rate | 87.5% | 81.2%+6.3pp | 77.1%+10.4pp | 72.2%+15.3pp |
| Annual return | 12.58% | 19.20%-6.6pp | 91.63%-79.1pp | 59.30%-46.7pp |
| Employer contribution / active EE | $1,408 | $2,048-31.3% | $2,541-44.6% | $2,234-37.0% |
| Participant deferral / active EE | $2,931 | $4,138-29.2% | $4,167-29.7% | $3,806-23.0% |
| Admin fee / account holder | $273 | $184+48.1% | $6,797-96.0% | $158+72.9% |