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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,512 |
SAGEPOINT FINANCIAL INC1+ years Service code 49 · EIN 20-1741754 | Other Services | $1,898 |
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 | $30,839 | $62,324-50.5% | $68,509-55.0% | $55,191-44.1% |
| Participation rate | 99.1% | 78.9%+20.2pp | 74.7%+24.3pp | 69.2%+29.9pp |
| Annual return | -0.67% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,584 | $2,223-28.7% | $2,278-30.5% | $1,899-16.6% |
| Participant deferral / active EE | $4,785 | $3,425+39.7% | $3,382+41.5% | $3,046+57.1% |
| Admin fee / account holder | $82 | $91-10.0% | $5,275-98.4% | $91-9.4% |