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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,111 |
BCG SECURITIES5 years Filed as: BCG SECURITIES INC Service code 27 · EIN 23-1664237 | Advisory (Plan) | $30,968 |
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 | $22,809 | $56,540-59.7% | $185,851-87.7% | $86,821-73.7% |
| Participation rate | 88.0% | 65.5%+22.5pp | 81.7%+6.3pp | 72.3%+15.8pp |
| Annual return | 12.64% | 118.20%-105.6pp | 122.11%-109.5pp | 97.94%-85.3pp |
| Employer contribution / active EE | $959 | $1,844-48.0% | $5,168-81.4% | $2,406-60.1% |
| Participant deferral / active EE | $2,067 | $2,555-19.1% | $5,569-62.9% | $4,132-50.0% |
| Admin fee / account holder | $235 | $150+57.2% | $16,245-98.6% | $170+38.7% |