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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $12,890 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,726 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,846 | $72,177-61.4% | $115,038-75.8% | $59,633-53.3% |
| Participation rate | 90.7% | 72.6%+18.2pp | 81.4%+9.4pp | 68.7%+22.1pp |
| Annual return | -1.25% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $304 | $2,841-89.3% | $4,608-93.4% | $2,203-86.2% |
| Participant deferral / active EE | $1,964 | $4,783-58.9% | $6,026-67.4% | $3,192-38.5% |
| Admin fee / account holder | $36 | $4,927-99.3% | $8,175-99.6% | $4,297-99.2% |