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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,330 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $8,120 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $6,500 |
HNP CAPITAL LLC1 year Service code 27 100 CHESTNUT ST · ROCHESTER, NY 146042419 | Advisory (Plan) | $3,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $47,977+0.6% | $154,107-68.7% | $56,287-14.3% |
| Participation rate | 89.8% | 66.2%+23.6pp | 83.0%+6.8pp | 69.9%+20.0pp |
| Annual return | -3.37% | 3.54%-6.9pp | 735.12%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,868 | $2,169-13.8% | $5,298-64.7% | $2,111-11.5% |
| Participant deferral / active EE | $1,616 | $2,392-32.4% | $5,081-68.2% | $3,350-51.7% |
| Admin fee / account holder | $346 | $438-21.0% | $13,411-97.4% | $521-33.5% |