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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Service code 49 · EIN 93-0987232 | Other Services | $2,761 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $815 |
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 | $83,127 | $150,445-44.7% | $136,297-39.0% | $147,585-43.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.44% | 1049.14%-1032.7pp | 5156.16%-5139.7pp | 578.57%-562.1pp |
| Employer contribution / active EE | $1,635 | $5,256-68.9% | $4,696-65.2% | $4,876-66.5% |
| Participant deferral / active EE | $5,276 | $6,631-20.4% | $6,247-15.6% | $5,439-3.0% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |