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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $222,132 |
BDO USA, LLP1 year Filed as: BDO USA P.C Service code 10 · EIN 13-5381590 | Accounting | $56,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,499 | $107,415+142.5% | $135,998+91.5% | $80,187+224.9% |
| Participation rate | 99.4% | 78.0%+21.4pp | 81.9%+17.5pp | 72.9%+26.5pp |
| Annual return | -5.23% | 91.99%-97.2pp | 68.37%-73.6pp | 40.40%-45.6pp |
| Employer contribution / active EE | $3,418 | $3,878-11.9% | $4,860-29.7% | $2,980+14.7% |
| Participant deferral / active EE | $16,110 | $8,189+96.7% | $7,761+107.6% | $5,016+221.2% |
| Admin fee / account holder | $105 | $127-17.4% | $10,769-99.0% | $145-27.6% |