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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,813 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,043 |
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 | $47,174 | $55,470-15.0% | $155,556-69.7% | $74,478-36.7% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 12.80% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,232 | $2,267-1.5% | $4,675-52.3% | $2,626-15.0% |
| Participant deferral / active EE | $2,116 | $2,838-25.5% | $5,631-62.4% | $4,350-51.4% |
| Admin fee / account holder | $207 | $1,744-88.1% | $15,885-98.7% | $1,946-89.4% |