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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,279 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,638 |
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 | $38,818 | $63,924-39.3% | $108,582-64.2% | $55,167-29.6% |
| Participation rate | 83.4% | 74.3%+9.1pp | 79.6%+3.8pp | 69.0%+14.4pp |
| Annual return | 13.35% | 15.31%-2.0pp | -51.70%+65.0pp | 169.23%-155.9pp |
| Employer contribution / active EE | $1,106 | $1,879-41.1% | $3,758-70.6% | $1,963-43.7% |
| Participant deferral / active EE | $3,014 | $3,067-1.7% | $4,311-30.1% | $3,054-1.3% |
| Admin fee / account holder | $45 | $618-92.7% | $7,645-99.4% | $504-91.1% |