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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,870 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $15,676 |
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 | $27,993 | $54,357-48.5% | $82,706-66.2% | $68,495-59.1% |
| Participation rate | 97.9% | 63.9%+33.9pp | 72.6%+25.3pp | 67.9%+30.0pp |
| Annual return | -14.54% | -13.67%-0.9pp | 701.76%-716.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,268 | $2,218-42.9% | $3,007-57.9% | $2,596-51.2% |
| Participant deferral / active EE | $3,812 | $3,246+17.4% | $4,394-13.2% | $4,028-5.4% |
| Admin fee / account holder | $171 | $4,396-96.1% | $5,329-96.8% | $5,403-96.8% |