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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,739 |
BCG SECURITIES6 years Filed as: BCG SECURITIES INC Service code 27 | Advisory (Plan) | $29,184 |
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 | $18,647 | $46,332-59.8% | $143,797-87.0% | $64,824-71.2% |
| Participation rate | 90.3% | 64.2%+26.1pp | 80.3%+10.0pp | 71.5%+18.9pp |
| Annual return | -14.82% | -10.05%-4.8pp | -0.04%-14.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $972 | $1,911-49.1% | $4,952-80.4% | $2,507-61.2% |
| Participant deferral / active EE | $2,010 | $2,647-24.1% | $5,638-64.3% | $4,311-53.4% |
| Admin fee / account holder | $213 | $154+38.3% | $14,679-98.6% | $188+13.3% |