Filed September 23, 2024
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,340 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,903 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $20,430 |
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 | $35,340 | $58,344-39.4% | $98,506-64.1% | $86,821-59.3% |
| Participation rate | 96.3% | 68.4%+27.9pp | 73.3%+23.0pp | 72.3%+24.0pp |
| Annual return | 16.39% | 43.47%-27.1pp | 1494.92%-1478.5pp | 97.94%-81.6pp |
| Employer contribution / active EE | $1,134 | $2,008-43.5% | $2,961-61.7% | $2,406-52.9% |
| Participant deferral / active EE | $4,280 | $3,156+35.6% | $4,277+0.1% | $4,132+3.6% |
| Admin fee / account holder | $201 | $138+45.9% | $5,955-96.6% | $170+18.6% |