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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,713 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413433 | Accounting | $16,275 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $7,350 |
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 | $292,913 | $122,128+139.8% | $147,117+99.1% | $200,096+46.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 7.38% | 30.58%-23.2pp | 420.54%-413.2pp | 34.26%-26.9pp |
| Employer contribution / active EE | $3,612 | $4,093-11.7% | $4,932-26.8% | $3,038+18.9% |
| Participant deferral / active EE | $17,462 | $8,484+105.8% | $8,065+116.5% | $5,090+243.1% |
| Admin fee / account holder | $73 | $180-59.3% | $12,993-99.4% | $269-72.9% |