Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,993 |
HOCHHEISER, ROBERT I.2+ years Service code 49 PO BOX 470180 · CELEBRATION, FL 347470180 | Other Services | $2,688 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,335 | $63,905-47.8% | $74,184-55.1% | $57,658-42.2% |
| Participation rate | 94.3% | 79.8%+14.6pp | 76.6%+17.7pp | 70.2%+24.1pp |
| Annual return | 9.29% | 60.60%-51.3pp | 17.74%-8.4pp | 5.13%+4.2pp |
| Employer contribution / active EE | $488 | $1,840-73.5% | $2,370-79.4% | $1,974-75.3% |
| Participant deferral / active EE | $1,656 | $3,448-52.0% | $3,550-53.3% | $3,061-45.9% |
| Admin fee / account holder | $49 | $91-46.3% | $5,586-99.1% | $95-48.3% |