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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,895 |
BCG SECURITIES1 year Filed as: BCG SECURITIES INC Service code 49 · EIN 23-1664237 | Other Services | $18,364 |
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 | $15,425 | $46,173-66.6% | $170,435-90.9% | $69,631-77.8% |
| Participation rate | 89.3% | 63.9%+25.4pp | 83.6%+5.7pp | 70.7%+18.7pp |
| Annual return | 17.19% | 21.62%-4.4pp | 205.94%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $647 | $1,610-59.8% | $5,432-88.1% | $2,032-68.2% |
| Participant deferral / active EE | $1,545 | $2,080-25.7% | $4,939-68.7% | $3,224-52.1% |
| Admin fee / account holder | $126 | $116+8.8% | $13,881-99.1% | $110+14.3% |