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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,226 |
TRG INVESTMENT ADVISORS, LLC3 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $42,314 |
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 | $35,318 | $50,860-30.6% | $155,574-77.3% | $77,714-54.6% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 14.29% | 34.86%-20.6pp | 64.87%-50.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,505 | $1,991-24.4% | $4,676-67.8% | $2,727-44.8% |
| Participant deferral / active EE | $2,486 | $2,825-12.0% | $5,629-55.8% | $4,649-46.5% |
| Admin fee / account holder | $179 | $436-59.0% | $15,914-98.9% | $433-58.7% |