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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,072 |
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 · EIN 27-4034238 | Advisory (Plan) | $19,361 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $8,631 |
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 | $171,393 | $78,636+118.0% | $105,607+62.3% | $74,459+130.2% |
| Participation rate | 97.4% | 72.8%+24.6pp | 75.3%+22.1pp | 67.2%+30.2pp |
| Annual return | 13.76% | 15.96%-2.2pp | 116.11%-102.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $6,848 | $2,523+171.4% | $3,167+116.2% | $2,626+160.8% |
| Participant deferral / active EE | $7,721 | $4,322+78.7% | $5,011+54.1% | $4,350+77.5% |
| Admin fee / account holder | $252 | $2,220-88.6% | $10,958-97.7% | $1,945-87.0% |