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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 | $78,483+118.4% | $106,201+61.4% | $74,546+129.9% |
| Participation rate | 97.4% | 72.8%+24.6pp | 75.3%+22.1pp | 67.2%+30.2pp |
| Annual return | 13.76% | 15.94%-2.2pp | 116.26%-102.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $6,848 | $2,522+171.6% | $3,170+116.0% | $2,624+160.9% |
| Participant deferral / active EE | $7,721 | $4,320+78.7% | $5,012+54.1% | $4,347+77.6% |
| Admin fee / account holder | $252 | $2,236-88.7% | $11,039-97.7% | $1,944-87.0% |