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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,142 |
SAGEPOINT FINANCIAL INC2+ years Service code 49 · EIN 20-1741754 | Other Services | $2,381 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,519 | $74,024-58.8% | $78,002-60.9% | $57,658-47.1% |
| Participation rate | 98.5% | 79.7%+18.8pp | 75.5%+23.0pp | 70.2%+28.3pp |
| Annual return | 13.24% | 12.14%+1.1pp | 425.99%-412.7pp | 5.13%+8.1pp |
| Employer contribution / active EE | $1,456 | $2,365-38.5% | $2,470-41.1% | $1,974-26.3% |
| Participant deferral / active EE | $4,676 | $3,533+32.4% | $3,497+33.7% | $3,061+52.8% |
| Admin fee / account holder | $44 | $93-52.6% | $5,481-99.2% | $95-53.3% |