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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,600 | $104,482+23.1% | $159,455-19.4% | $79,393+62.0% |
| Participation rate | 97.0% | 76.6%+20.4pp | 82.8%+14.2pp | 70.7%+26.3pp |
| Annual return | 15.81% | 67.96%-52.2pp | 263.63%-247.8pp | 116.87%-101.1pp |
| Employer contribution / active EE | $1,322 | $3,416-61.3% | $4,830-72.6% | $2,428-45.6% |
| Participant deferral / active EE | $8,584 | $6,467+32.7% | $7,353+16.7% | $4,046+112.2% |
| Admin fee / account holder | $26 | $711-96.3% | $10,800-99.8% | $627-95.8% |