Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,634 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,412 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,762 | $44,714+149.9% | $91,225+22.5% | $66,938+67.0% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.2%+25.7pp | 69.8%+29.1pp |
| Annual return | -10.99% | -12.25%+1.3pp | 114.12%-125.1pp | 1.58%-12.6pp |
| Employer contribution / active EE | $5,215 | $1,710+204.9% | $2,851+82.9% | $2,545+104.9% |
| Participant deferral / active EE | $4,675 | $3,355+39.3% | $4,233+10.4% | $4,238+10.3% |
| Admin fee / account holder | $389 | $521-25.4% | $5,422-92.8% | $594-34.5% |