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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,474 |
STIFEL NICOLAUS & CO INC6+ years Service code 49 · EIN 43-0538770 | Other Services | $12,048 |
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 | $25,090 | $66,124-62.1% | $90,440-72.3% | $73,493-65.9% |
| Participation rate | 91.1% | 69.7%+21.4pp | 72.7%+18.4pp | 70.7%+20.4pp |
| Annual return | 15.38% | 17.65%-2.3pp | 1294.38%-1279.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,021 | $2,346-56.5% | $3,263-68.7% | $2,270-55.0% |
| Participant deferral / active EE | $2,936 | $3,039-3.4% | $3,964-25.9% | $3,740-21.5% |
| Admin fee / account holder | $123 | $396-69.0% | $5,615-97.8% | $513-76.1% |