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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4 years Service code 15 · EIN 38-3416104 | Recordkeeping | $46,882 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $66,225 | $81,948-19.2% | $90,766-27.0% | $64,824+2.2% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -13.90% | -12.53%-1.4pp | -12.16%-1.7pp | 32.84%-46.7pp |
| Employer contribution / active EE | $3,901 | $3,067+27.2% | $2,922+33.5% | $2,507+55.6% |
| Participant deferral / active EE | $3,665 | $4,844-24.3% | $4,565-19.7% | $4,311-15.0% |
| Admin fee / account holder | $126 | $157-19.8% | $8,446-98.5% | $188-32.9% |