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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,535 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $22,319 |
HNP CAPITAL LLC3 years Service code 27 · EIN 26-4665268 | Advisory (Plan) | $8,936 |
BONADIO & CO., LLP5 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $6,800 |
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 | $66,568 | $58,879+13.1% | $178,490-62.7% | $73,488-9.4% |
| Participation rate | 85.5% | 66.2%+19.3pp | 81.9%+3.6pp | 70.7%+14.9pp |
| Annual return | 13.73% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,256 | $2,236+0.9% | $5,011-55.0% | $2,270-0.6% |
| Participant deferral / active EE | $2,066 | $2,567-19.5% | $5,202-60.3% | $3,740-44.8% |
| Admin fee / account holder | $556 | $400+38.9% | $13,984-96.0% | $513+8.4% |