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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED6 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $46,888 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,976 |
EISNERAMPER LLP3 years Service code 49 · EIN 13-1639826 | Other Services | $9,648 |
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 | $110,596 | $56,540+95.6% | $185,851-40.5% | $86,821+27.4% |
| Participation rate | 84.7% | 65.5%+19.1pp | 81.7%+3.0pp | 72.3%+12.4pp |
| Annual return | 17.05% | 118.20%-101.2pp | 122.11%-105.1pp | 97.94%-80.9pp |
| Employer contribution / active EE | $597 | $1,844-67.7% | $5,168-88.5% | $2,406-75.2% |
| Participant deferral / active EE | $4,723 | $2,555+84.8% | $5,569-15.2% | $4,132+14.3% |
| Admin fee / account holder | $58 | $150-61.5% | $16,245-99.6% | $170-66.1% |