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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,112 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION3 years Service code 27 · EIN 38-1395711 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,328 | $66,650+11.5% | $92,915-20.0% | $67,582+10.0% |
| Participation rate | 98.8% | 72.5%+26.3pp | 76.0%+22.8pp | 71.3%+27.5pp |
| Annual return | 4.82% | 92.64%-87.8pp | 109.45%-104.6pp | 378.57%-373.8pp |
| Employer contribution / active EE | $2,642 | $2,777-4.8% | $3,653-27.7% | $2,148+23.0% |
| Participant deferral / active EE | $3,122 | $3,160-1.2% | $4,238-26.3% | $3,539-11.8% |
| Admin fee / account holder | $320 | $199+60.7% | $5,796-94.5% | $142+124.8% |