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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,749 |
SIGNATURE ESTATE SECURITIES, LLC1+ years Service code 49 · EIN 59-2730348 | Other Services | $11,583 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,757 | $106,110-50.3% | $147,005-64.1% | $77,671-32.1% |
| Participation rate | 79.2% | 78.4%+0.8pp | 82.2%-3.0pp | 70.6%+8.6pp |
| Annual return | 0.00% | 56.77%-56.8pp | 418.76%-418.8pp | 31.21%-31.2pp |
| Employer contribution / active EE | $4,405 | $4,065+8.4% | $4,934-10.7% | $2,726+61.6% |
| Participant deferral / active EE | $10,568 | $7,992+32.2% | $8,070+31.0% | $4,648+127.4% |
| Admin fee / account holder | $153 | $338-54.6% | $13,006-98.8% | $430-64.3% |