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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED9 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $65,536 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 49 · EIN 87-1353108 | Other Services | $13,785 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,709 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,287 | $50,919+49.8% | $155,556-51.0% | $77,762-1.9% |
| Participation rate | 74.4% | 63.1%+11.3pp | 78.2%-3.8pp | 70.6%+3.8pp |
| Annual return | 12.58% | 34.84%-22.3pp | 64.84%-52.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $483 | $1,991-75.8% | $4,675-89.7% | $2,728-82.3% |
| Participant deferral / active EE | $4,159 | $2,824+47.2% | $5,631-26.1% | $4,651-10.6% |
| Admin fee / account holder | $9 | $437-98.0% | $15,885-99.9% | $433-98.0% |