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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,664 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,882 | $79,519-59.9% | $95,964-66.8% | $73,412-56.6% |
| Participation rate | 97.7% | 81.2%+16.5pp | 77.1%+20.6pp | 72.2%+25.5pp |
| Annual return | 12.06% | 19.20%-7.1pp | 91.64%-79.6pp | 59.30%-47.2pp |
| Employer contribution / active EE | $345 | $2,048-83.1% | $2,541-86.4% | $2,234-84.5% |
| Participant deferral / active EE | $3,234 | $4,138-21.9% | $4,167-22.4% | $3,806-15.0% |
| Admin fee / account holder | $53 | $184-71.2% | $6,797-99.2% | $158-66.4% |