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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,041 |
SAGEPOINT FINANCIAL INC1+ years Service code 49 · EIN 20-1741754 | Other Services | $0 |
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 | $107,873 | $80,177+34.5% | $123,894-12.9% | $57,658+87.1% |
| Participation rate | 88.3% | 74.4%+13.9pp | 81.4%+6.9pp | 70.2%+18.1pp |
| Annual return | 8.46% | 17.90%-9.4pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,411 | $2,913+17.1% | $4,617-26.1% | $1,974+72.8% |
| Participant deferral / active EE | $6,703 | $5,130+30.7% | $5,984+12.0% | $3,061+119.0% |
| Admin fee / account holder | $27 | $106-74.6% | $8,357-99.7% | $95-71.5% |