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| Provider | Service type | Compensation |
|---|---|---|
BRADLEY WEALTH MANAGEMENT3 years Service code 27 · EIN 03-0614606 | Advisory (Plan) | $14,764 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $2,549 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,856 | $78,275-58.0% | $109,143-69.9% | $86,799-62.1% |
| Participation rate | 24.0% | 73.8%-49.8pp | 75.9%-51.8pp | 72.3%-48.3pp |
| Annual return | 7.83% | 19.14%-11.3pp | 25.75%-17.9pp | 97.91%-90.1pp |
| Employer contribution / active EE | $491 | $3,105-84.2% | $3,722-86.8% | $2,405-79.6% |
| Participant deferral / active EE | $2,009 | $3,641-44.8% | $4,653-56.8% | $4,131-51.4% |
| Admin fee / account holder | $225 | $198+13.3% | $6,752-96.7% | $170+32.6% |