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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,516 |
Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 27 · EIN 45-0997570 | Advisory (Plan) | $37,500 |
Service code 49 · EIN 74-2794194 | Other Services | $25,852 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
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 | $113,058 | $65,592+72.4% | $90,161+25.4% | $69,631+62.4% |
| Participation rate | 98.8% | 77.6%+21.1pp | 76.9%+21.9pp | 70.7%+28.1pp |
| Annual return | 16.67% | 57.10%-40.4pp | 34.89%-18.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,606 | $2,193-26.8% | $3,318-51.6% | $2,032-21.0% |
| Participant deferral / active EE | $10,039 | $5,257+91.0% | $5,287+89.9% | $3,224+211.4% |
| Admin fee / account holder | $244 | $86+184.3% | $5,943-95.9% | $110+120.6% |