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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,559 |
SILVERSTONE ASSET MANAGEMENT INC10+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $63,000 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS, INC. Service code 49 · EIN 82-3719843 | Other Services | $25,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,007 | $113,568-43.6% | $67,575-5.3% | $199,960-68.0% |
| Participation rate | 66.4% | 73.3%-6.9pp | 72.9%-6.5pp | 72.0%-5.6pp |
| Annual return | 12.70% | 15.88%-3.2pp | 3528.98%-3516.3pp | 34.28%-21.6pp |
| Employer contribution / active EE | $1,602 | $3,409-53.0% | $2,736-41.5% | $3,036-47.2% |
| Participant deferral / active EE | $2,602 | $4,163-37.5% | $4,003-35.0% | $5,087-48.8% |
| Admin fee / account holder | $56 | $102-45.6% | $3,993-98.6% | $269-79.3% |