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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,690 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $9,632 |
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 | $28,811 | $85,171-66.2% | $172,753-83.3% | $72,976-60.5% |
| Participation rate | 77.6% | 70.1%+7.5pp | 82.6%-5.1pp | 69.5%+8.1pp |
| Annual return | 12.32% | 27.32%-15.0pp | 803.00%-790.7pp | 81.02%-68.7pp |
| Employer contribution / active EE | $2,000 | $3,324-39.8% | $5,144-61.1% | $2,440-18.0% |
| Participant deferral / active EE | $7,905 | $3,260+142.5% | $5,198+52.1% | $3,608+119.1% |
| Admin fee / account holder | $275 | $5,880-95.3% | $13,956-98.0% | $5,124-94.6% |