Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 77-0586222 735 W. ALLUVIAL AVE, SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $167,915 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,506 |
PRINCIPAL FINANCIAL GROUP3 years Filed as: PRINCIPAL SECURITIES, INC. Service code 26 · EIN 42-0941553 655 9TH STREET · DES MOINES, IA 50309 | Advisory (Participants) | $19,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.