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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,904 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $8,464 |
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 | $99,255 | $84,493+17.5% | $125,381-20.8% | $66,938+48.3% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.8pp | 69.8%+23.4pp |
| Annual return | -16.36% | -8.49%-7.9pp | 572.31%-588.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,072 | $3,554-69.8% | $4,815-77.7% | $2,545-57.9% |
| Participant deferral / active EE | $7,854 | $6,783+15.8% | $7,448+5.5% | $4,238+85.3% |
| Admin fee / account holder | $237 | $685-65.4% | $10,007-97.6% | $594-60.0% |