Filed September 23, 2026 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,009 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $46,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,651 | $49,915+47.6% | $154,803-52.4% | $74,304-0.9% |
| Participation rate | 88.5% | 54.0%+34.5pp | 78.1%+10.4pp | 60.3%+28.1pp |
| Annual return | 15.34% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,740 | $1,611+70.1% | $4,305-36.4% | $2,241+22.3% |
| Participant deferral / active EE | $6,002 | $2,255+166.2% | $5,540+8.3% | $3,767+59.3% |
| Admin fee / account holder | $489 | $2,189-77.7% | $14,329-96.6% | $2,969-83.5% |