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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,096 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,440 |
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 | $35,146 | $58,292-39.7% | $86,640-59.4% | $71,511-50.9% |
| Participation rate | 77.3% | 65.0%+12.3pp | 71.7%+5.6pp | 67.9%+9.3pp |
| Annual return | 15.35% | 21.63%-6.3pp | 592.52%-577.2pp | 28.86%-13.5pp |
| Employer contribution / active EE | $752 | $2,574-70.8% | $3,024-75.1% | $2,589-71.0% |
| Participant deferral / active EE | $3,450 | $3,438+0.3% | $4,438-22.3% | $4,291-19.6% |
| Admin fee / account holder | $27 | $1,057-97.5% | $5,616-99.5% | $1,588-98.3% |