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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,720 |
BCG SECURITIES4 years Filed as: BCG SECURITIES INC Service code 27 · EIN 23-1664237 | Advisory (Plan) | $38,745 |
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 | $22,003 | $52,293-57.9% | $178,503-87.7% | $73,412-70.0% |
| Participation rate | 83.1% | 65.3%+17.7pp | 81.9%+1.1pp | 72.2%+10.9pp |
| Annual return | 13.89% | 34.75%-20.9pp | 151.12%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $1,010 | $1,736-41.8% | $5,011-79.8% | $2,234-54.8% |
| Participant deferral / active EE | $1,786 | $2,333-23.5% | $5,202-65.7% | $3,806-53.1% |
| Admin fee / account holder | $185 | $127+45.6% | $13,987-98.7% | $158+17.5% |