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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,994 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,527 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,654 | $65,061-17.5% | $143,757-62.7% | $66,914-19.8% |
| Participation rate | 82.2% | 65.2%+17.0pp | 80.3%+1.9pp | 69.8%+12.4pp |
| Annual return | -13.74% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,763 | $2,361+17.1% | $4,951-44.2% | $2,544+8.6% |
| Participant deferral / active EE | $5,976 | $2,919+104.8% | $5,637+6.0% | $4,237+41.1% |
| Admin fee / account holder | $318 | $502-36.7% | $14,673-97.8% | $593-46.4% |