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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,055 |
ASCENSUS LLC2+ years Filed as: MEANS & ASSOCIATES, LLC Service code 13 · EIN 33-0802604 | Contract Administrator | $13,247 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,189 |
Annual investment return 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.
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 | $13,256 | $41,281-67.9% | $109,313-87.9% | $57,658-77.0% |
| Participation rate | 76.1% | 59.3%+16.8pp | 71.3%+4.8pp | 70.2%+5.9pp |
| Annual return | 4.52% | 8.97%-4.4pp | 22.07%-17.5pp | 5.13%-0.6pp |
| Employer contribution / active EE | $470 | $1,201-60.9% | $3,892-87.9% | $1,974-76.2% |
| Participant deferral / active EE | $1,413 | $2,223-36.4% | $3,166-55.4% | $3,061-53.8% |
| Admin fee / account holder | $51 | $75-32.7% | $5,666-99.1% | $95-46.4% |