Filed December 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,618 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,337 |
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 | $58,062 | $61,356-5.4% | $149,696-61.2% | $71,511-18.8% |
| Participation rate | 90.8% | 62.5%+28.3pp | 78.8%+12.0pp | 67.9%+22.9pp |
| Annual return | 15.92% | 35.86%-19.9pp | 134.46%-118.5pp | 28.86%-12.9pp |
| Employer contribution / active EE | $2,825 | $2,382+18.6% | $4,821-41.4% | $2,589+9.1% |
| Participant deferral / active EE | $6,153 | $2,920+110.7% | $5,682+8.3% | $4,291+43.4% |
| Admin fee / account holder | $373 | $1,263-70.4% | $13,212-97.2% | $1,588-76.5% |