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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $240,634 |
Filed as: PRIME PENSIONS, INC. Service code 13 · EIN 46-1224594 | Contract Administrator | $126,354 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $64,820 |
HELP USA INC3 years Service code 13 · EIN 13-3922973 | Contract Administrator | $8,392 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,941 | $55,694-64.2% | $81,844-75.6% | $199,960-90.0% |
| Participation rate | 91.7% | 62.7%+29.1pp | 72.4%+19.3pp | 72.0%+19.7pp |
| Annual return | 9.53% | 19.59%-10.1pp | 778.87%-769.3pp | 34.28%-24.8pp |
| Employer contribution / active EE | $1,577 | $2,114-25.4% | $2,916-45.9% | $3,036-48.0% |
| Participant deferral / active EE | $2,694 | $3,299-18.3% | $4,323-37.7% | $5,087-47.0% |
| Admin fee / account holder | $183 | $348-47.5% | $7,355-97.5% | $269-32.1% |