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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $14,251 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,619 |
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 | $36,427 | $43,999-17.2% | $79,466-54.2% | $55,725-34.6% |
| Participation rate | 72.3% | 66.9%+5.3pp | 73.3%-1.1pp | 70.9%+1.4pp |
| Annual return | -3.67% | 1.81%-5.5pp | 718.28%-721.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $745 | $1,830-59.3% | $2,800-73.4% | $2,078-64.2% |
| Participant deferral / active EE | $1,969 | $2,538-22.4% | $3,704-46.8% | $3,356-41.3% |
| Admin fee / account holder | $66 | $118-44.1% | $5,104-98.7% | $115-42.9% |