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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,370 |
HUNTINGTON NATIONAL BANK4 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $9,820 |
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 | $39,962 | $61,356-34.9% | $149,696-73.3% | $71,511-44.1% |
| Participation rate | 97.0% | 62.5%+34.5pp | 78.8%+18.3pp | 67.9%+29.1pp |
| Annual return | 16.63% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $2,036 | $2,382-14.5% | $4,821-57.8% | $2,589-21.4% |
| Participant deferral / active EE | $2,042 | $2,920-30.1% | $5,682-64.1% | $4,291-52.4% |
| Admin fee / account holder | $193 | $1,263-84.7% | $13,212-98.5% | $1,588-87.8% |