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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,746 |
SAGEPOINT FINANCIAL INC3+ years Service code 49 · EIN 20-1741754 | Other Services | $1,958 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | 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 | $116,137 | $75,388+54.1% | $123,553-6.0% | $55,725+108.4% |
| Participation rate | 94.3% | 75.7%+18.7pp | 82.3%+12.0pp | 70.9%+23.5pp |
| Annual return | -5.79% | 4.48%-10.3pp | 119.21%-125.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,817 | $3,063+24.6% | $4,628-17.5% | $2,078+83.7% |
| Participant deferral / active EE | $7,760 | $5,651+37.3% | $6,426+20.8% | $3,356+131.3% |
| Admin fee / account holder | $16 | $120-86.9% | $9,284-99.8% | $115-86.4% |