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| Provider | Service type | Compensation |
|---|---|---|
SCHWENINGER, RICHARD A.2+ years Service code 49 7570 W 21ST ST N · WICHITA, KS 672051773 | Other Services | $18,970 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,942 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,772 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,204 | $55,453-7.7% | $170,435-70.0% | $62,293-17.8% |
| Participation rate | 72.5% | 66.4%+6.1pp | 83.6%-11.1pp | 69.5%+3.0pp |
| Annual return | 14.80% | 21.38%-6.6pp | 205.94%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,911 | $2,164+34.5% | $5,432-46.4% | $2,042+42.5% |
| Participant deferral / active EE | $3,450 | $2,303+49.8% | $4,939-30.2% | $3,169+8.9% |
| Admin fee / account holder | $17 | $455-96.3% | $13,881-99.9% | $479-96.5% |