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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,617 |
Filed as: NATHAN WECHSLER & CO. Service code 10 · EIN 02-0327524 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,406 | $93,131-9.4% | $106,555-20.8% | $86,821-2.8% |
| Participation rate | 87.9% | 81.4%+6.4pp | 76.1%+11.7pp | 72.3%+15.6pp |
| Annual return | 14.35% | 19.45%-5.1pp | 26.80%-12.5pp | 97.94%-83.6pp |
| Employer contribution / active EE | $1,873 | $2,895-35.3% | $2,819-33.6% | $2,406-22.2% |
| Participant deferral / active EE | $4,619 | $4,708-1.9% | $4,399+5.0% | $4,132+11.8% |
| Admin fee / account holder | $167 | $145+15.1% | $7,408-97.7% | $170-1.5% |