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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,614 |
SILVERSTONE ASSET MANAGEMENT INC6+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $64,758 |
GOLDLEAF PARTNERS6+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $32,023 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,575 | $84,948-7.5% | $70,462+11.5% | $73,412+7.0% |
| Participation rate | 84.7% | 79.9%+4.8pp | 75.1%+9.7pp | 72.2%+12.5pp |
| Annual return | 14.75% | 13.39%+1.4pp | 109.08%-94.3pp | 59.30%-44.5pp |
| Employer contribution / active EE | $2,040 | $2,834-28.0% | $2,737-25.5% | $2,234-8.7% |
| Participant deferral / active EE | $2,736 | $3,387-19.2% | $3,710-26.3% | $3,806-28.1% |
| Admin fee / account holder | $126 | $98+28.6% | $3,845-96.7% | $158-20.1% |