Filed December 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,105 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $44,059 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,704 | $55,470+27.5% | $155,556-54.5% | $74,478-5.1% |
| Participation rate | 84.7% | 61.9%+22.8pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 12.02% | 269.80%-257.8pp | 64.84%-52.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $3,154 | $2,267+39.1% | $4,675-32.5% | $2,626+20.1% |
| Participant deferral / active EE | $6,721 | $2,838+136.8% | $5,631+19.4% | $4,350+54.5% |
| Admin fee / account holder | $479 | $1,744-72.6% | $15,885-97.0% | $1,946-75.4% |