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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,139 |
IMA WEALTH INC6 years Service code 49 · EIN 48-1233289 | Other Services | $10,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,008 | $46,697+148.4% | $117,529-1.3% | $68,490+69.4% |
| Participation rate | 78.8% | 56.8%+22.0pp | 70.6%+8.2pp | 67.9%+10.9pp |
| Annual return | -13.56% | -14.52%+1.0pp | 29.77%-43.3pp | -7.85%-5.7pp |
| Employer contribution / active EE | $4,596 | $1,506+205.2% | $4,179+10.0% | $2,597+77.0% |
| Participant deferral / active EE | $6,937 | $2,637+163.0% | $4,072+70.4% | $4,028+72.2% |
| Admin fee / account holder | $416 | $4,023-89.7% | $5,645-92.6% | $5,403-92.3% |