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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,004 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,631 |
Service code 49 · EIN 42-1244913 | Other Services | $8,165 |
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 | $51,002 | $47,078+8.3% | $100,671-49.3% | $55,191-7.6% |
| Participation rate | 96.6% | 58.0%+38.6pp | 70.7%+25.9pp | 69.2%+27.5pp |
| Annual return | 0.51% | 0.65%-0.1pp | 20.43%-19.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,136 | $1,065+194.3% | $4,012-21.8% | $1,899+65.1% |
| Participant deferral / active EE | $2,722 | $2,038+33.5% | $3,144-13.4% | $3,046-10.7% |
| Admin fee / account holder | $80 | $153-47.7% | $4,850-98.3% | $91-11.7% |