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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED8 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $51,661 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,683 |
EISNERAMPER LLP5 years Service code 49 · EIN 13-1639826 | Other Services | $10,384 |
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 | $96,114 | $47,180+103.7% | $149,723-35.8% | $74,473+29.1% |
| Participation rate | 72.8% | 63.4%+9.4pp | 78.8%-5.9pp | 70.7%+2.1pp |
| Annual return | 16.20% | 22.75%-6.5pp | 134.50%-118.3pp | 34.36%-18.2pp |
| Employer contribution / active EE | $628 | $1,907-67.1% | $4,821-87.0% | $2,638-76.2% |
| Participant deferral / active EE | $5,456 | $2,730+99.8% | $5,682-4.0% | $4,530+20.4% |
| Admin fee / account holder | $51 | $343-85.0% | $13,215-99.6% | $347-85.2% |