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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,275 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $20,025 |
HNP CAPITAL LLC2 years Service code 27 · EIN 26-4665268 | Advisory (Plan) | $9,992 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $6,640 |
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 | $58,017 | $52,953+9.6% | $172,739-66.4% | $65,185-11.0% |
| Participation rate | 89.0% | 66.2%+22.8pp | 82.6%+6.3pp | 70.2%+18.8pp |
| Annual return | 19.25% | 30.12%-10.9pp | 802.84%-783.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $2,004 | $2,190-8.5% | $5,143-61.0% | $2,177-8.0% |
| Participant deferral / active EE | $1,852 | $2,471-25.1% | $5,198-64.4% | $3,514-47.3% |
| Admin fee / account holder | $508 | $472+7.7% | $13,954-96.4% | $847-40.0% |