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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,484 |
Filed as: SIGNATOR INSURANCE AGENCY INC Service code 49 · EIN 04-3283827 | Other Services | $20,121 |
Filed as: SIGNATOR INVESTORS INC Service code 49 · EIN 04-2442399 | Other Services | $5,143 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,085 | $64,286-56.3% | $106,387-73.6% | $55,725-49.6% |
| Participation rate | 80.3% | 75.2%+5.1pp | 77.5%+2.8pp | 70.9%+9.4pp |
| Annual return | -7.10% | 0.84%-7.9pp | 0.25%-7.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $485 | $2,367-79.5% | $3,520-86.2% | $2,078-76.7% |
| Participant deferral / active EE | $3,435 | $4,158-17.4% | $5,421-36.6% | $3,356+2.4% |
| Admin fee / account holder | $172 | $102+68.1% | $7,510-97.7% | $115+49.3% |