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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,947 |
Filed as: MERRILL LYNCH ACCT REC Service code 17 · EIN 13-5674085 | Pension Consulting | $58,378 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $10,876 |
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 | $98,975 | $105,173-5.9% | $87,102+13.6% | $77,775+27.3% |
| Participation rate | 97.3% | 85.8%+11.5pp | 76.9%+20.4pp | 73.2%+24.0pp |
| Annual return | 22.59% | 24.52%-1.9pp | 28.19%-5.6pp | 32.58%-10.0pp |
| Employer contribution / active EE | $2,053 | $2,890-29.0% | $2,521-18.6% | $2,504-18.0% |
| Participant deferral / active EE | $4,833 | $5,048-4.3% | $4,048+19.4% | $3,966+21.9% |
| Admin fee / account holder | $115 | $105+9.9% | $7,493-98.5% | $100+14.9% |