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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,640 |
KDV WEALTH MANAGEMENT, LLC4+ years Service code 27 · EIN 20-8172864 | Advisory (Plan) | $36,528 |
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 | $85,237 | $55,449+53.7% | $83,831+1.7% | $56,289+51.4% |
| Participation rate | 86.4% | 68.0%+18.4pp | 76.1%+10.2pp | 69.9%+16.5pp |
| Annual return | -4.17% | -1.38%-2.8pp | 850.99%-855.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,550 | $2,430-36.2% | $3,631-57.3% | $2,111-26.6% |
| Participant deferral / active EE | $8,436 | $2,935+187.4% | $4,082+106.7% | $3,350+151.8% |
| Admin fee / account holder | $241 | $656-63.3% | $5,479-95.6% | $521-53.8% |