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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,386 |
WOODBURY FINANCIAL SERVICES1+ years Service code 49 · EIN 41-0944586 | Other Services | $19,900 |
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 | $30,982 | $37,117-16.5% | $147,617-79.0% | $55,191-43.9% |
| Participation rate | 70.2% | 63.6%+6.6pp | 84.6%-14.4pp | 69.2%+1.1pp |
| Annual return | -0.61% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,443 | $1,620-10.9% | $5,564-74.1% | $1,899-24.0% |
| Participant deferral / active EE | $1,689 | $1,985-14.9% | $4,895-65.5% | $3,046-44.6% |
| Admin fee / account holder | $145 | $86+69.4% | $11,612-98.8% | $91+59.7% |