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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,206 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 49 · EIN 26-0058143 | Other Services | $0 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $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 | $58,687 | $62,324-5.8% | $68,509-14.3% | $55,191+6.3% |
| Participation rate | 99.2% | 78.9%+20.4pp | 74.7%+24.5pp | 69.2%+30.1pp |
| Annual return | 0.09% | 4.26%-4.2pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,182 | $2,223-1.8% | $2,278-4.2% | $1,899+14.9% |
| Participant deferral / active EE | $3,630 | $3,425+6.0% | $3,382+7.3% | $3,046+19.1% |
| Admin fee / account holder | $8 | $91-91.8% | $5,275-99.9% | $91-91.7% |