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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,952 |
M HOLDINGS SECURITIES INC3+ years Service code 49 · EIN 91-1802259 | Other Services | $7,302 |
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).
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 | $17,463 | $46,173-62.2% | $170,435-89.8% | $69,631-74.9% |
| Participation rate | 92.5% | 63.9%+28.6pp | 83.6%+8.9pp | 70.7%+21.9pp |
| Annual return | 11.19% | 21.62%-10.4pp | 205.94%-194.8pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $628 | $1,610-61.0% | $5,432-88.4% | $2,032-69.1% |
| Participant deferral / active EE | $2,047 | $2,080-1.6% | $4,939-58.6% | $3,224-36.5% |
| Admin fee / account holder | $114 | $116-2.0% | $13,881-99.2% | $110+2.9% |