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| Provider | Service type | Compensation |
|---|---|---|
NORTH WOODS ASSET MANAGEMENT LLC3 years Service code 27 · EIN 47-3992551 | Advisory (Plan) | $7,012 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,722 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,910 | $47,977-56.4% | $154,107-86.4% | $56,287-62.9% |
| Participation rate | 87.0% | 66.2%+20.9pp | 83.0%+4.0pp | 69.9%+17.2pp |
| Annual return | -7.48% | 3.54%-11.0pp | 735.12%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $618 | $2,169-71.5% | $5,298-88.3% | $2,111-70.7% |
| Participant deferral / active EE | $1,405 | $2,392-41.3% | $5,081-72.4% | $3,350-58.1% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.5% |