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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,864 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $2,758 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,049 | $74,024+35.2% | $78,002+28.3% | $57,658+73.5% |
| Participation rate | 98.9% | 79.7%+19.1pp | 75.5%+23.3pp | 70.2%+28.6pp |
| Annual return | 60.74% | 12.14%+48.6pp | 425.99%-365.2pp | 5.13%+55.6pp |
| Employer contribution / active EE | $5,375 | $2,365+127.3% | $2,470+117.6% | $1,974+172.3% |
| Participant deferral / active EE | $3,948 | $3,533+11.7% | $3,497+12.9% | $3,061+29.0% |
| Admin fee / account holder | $10 | $93-89.3% | $5,481-99.8% | $95-89.4% |