Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,544 |
HOCHHEISER, ROBERT I.1+ years Service code 49 · EIN 05-4346202 | Other Services | $2,396 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,008 | $72,770-54.6% | $67,652-51.2% | $55,191-40.2% |
| Participation rate | 92.8% | 78.8%+14.0pp | 75.7%+17.1pp | 69.2%+23.6pp |
| Annual return | 0.06% | -3.26%+3.3pp | 6625.40%-6625.3pp | 10.78%-10.7pp |
| Employer contribution / active EE | $429 | $1,769-75.7% | $2,266-81.1% | $1,899-77.4% |
| Participant deferral / active EE | $1,529 | $3,408-55.1% | $3,560-57.1% | $3,046-49.8% |
| Admin fee / account holder | $52 | $79-33.6% | $4,821-98.9% | $91-42.4% |