Filed September 23, 2024
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,898 |
HAYS COMPANIES4 years Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $40,000 |
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 | $38,218 | $65,960-42.1% | $81,882-53.3% | $77,762-50.9% |
| Participation rate | 98.6% | 65.8%+32.9pp | 72.4%+26.3pp | 70.6%+28.1pp |
| Annual return | 15.06% | 26.64%-11.6pp | 779.47%-764.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,319 | $2,375-44.5% | $2,916-54.8% | $2,728-51.7% |
| Participant deferral / active EE | $4,432 | $3,505+26.5% | $4,323+2.5% | $4,651-4.7% |
| Admin fee / account holder | $184 | $526-65.0% | $7,360-97.5% | $433-57.5% |