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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,739 |
BCG SECURITIES7 years Filed as: BCG SECURITIES INC Service code 27 · EIN 23-1664237 | 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 | $22,774 | $47,180-51.7% | $149,723-84.8% | $74,473-69.4% |
| Participation rate | 82.1% | 63.4%+18.6pp | 78.8%+3.3pp | 70.7%+11.3pp |
| Annual return | 14.55% | 22.75%-8.2pp | 134.50%-119.9pp | 34.36%-19.8pp |
| Employer contribution / active EE | $984 | $1,907-48.4% | $4,821-79.6% | $2,638-62.7% |
| Participant deferral / active EE | $2,217 | $2,730-18.8% | $5,682-61.0% | $4,530-51.1% |
| Admin fee / account holder | $231 | $343-32.8% | $13,215-98.3% | $347-33.5% |