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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,197 |
BCG SECURITIES2 years Filed as: BCG SECURITIES INC Service code 49 · EIN 23-1664237 | Other Services | $26,036 |
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 | $16,432 | $37,196-55.8% | $154,108-89.3% | $55,725-70.5% |
| Participation rate | 88.1% | 64.1%+24.0pp | 83.0%+5.0pp | 70.9%+17.2pp |
| Annual return | -4.13% | 1319.68%-1323.8pp | 735.21%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $642 | $1,614-60.2% | $5,298-87.9% | $2,078-69.1% |
| Participant deferral / active EE | $1,621 | $2,068-21.6% | $5,081-68.1% | $3,356-51.7% |
| Admin fee / account holder | $117 | $102+15.5% | $13,411-99.1% | $115+1.8% |