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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $21,795 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PARKWAY 100 · FT WAYNE, IN 46814 | Contract Administrator | $21,545 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $31,470 | $55,446-43.2% | $155,574-79.8% | $74,429-57.7% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.6pp | 67.2%+11.6pp |
| Annual return | 15.34% | 269.20%-253.9pp | 64.87%-49.5pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,458 | $2,266-35.7% | $4,676-68.8% | $2,625-44.5% |
| Participant deferral / active EE | $3,237 | $2,836+14.1% | $5,629-42.5% | $4,348-25.6% |
| Admin fee / account holder | $73 | $1,743-95.8% | $15,914-99.5% | $1,944-96.3% |