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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,990 |
BEAUCHAMP, DAVID C.1+ years Service code 49 4616 LEHIGH DR · MARIETTA, GA 300682030 | Other Services | $7,292 |
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 | $62,990 | $62,324+1.1% | $68,509-8.1% | $55,191+14.1% |
| Participation rate | 81.7% | 78.9%+2.8pp | 74.7%+6.9pp | 69.2%+12.5pp |
| Annual return | 0.86% | 4.26%-3.4pp | 8.27%-7.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $3,061 | $2,223+37.7% | $2,278+34.4% | $1,899+61.2% |
| Participant deferral / active EE | $6,384 | $3,425+86.4% | $3,382+88.8% | $3,046+109.6% |
| Admin fee / account holder | $16 | $91-82.5% | $5,275-99.7% | $91-82.4% |