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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,600 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 · EIN 23-2697799 | Advisory (Plan) | $21,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,060 | $82,674-54.0% | $125,381-69.6% | $68,486-44.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.37% | -5.97%-6.4pp | 572.31%-584.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,874 | $3,382-15.0% | $4,815-40.3% | $2,597+10.7% |
| Participant deferral / active EE | $11,100 | $6,111+81.6% | $7,448+49.0% | $4,028+175.6% |
| Admin fee / account holder | $261 | $6,277-95.8% | $10,007-97.4% | $5,404-95.2% |