Filed September 23, 2024
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,495 |
HAYS COMPANIES2 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 | $26,986 | $47,766-43.5% | $82,763-67.4% | $64,824-58.4% |
| Participation rate | 98.8% | 67.7%+31.1pp | 72.6%+26.2pp | 71.5%+27.3pp |
| Annual return | -16.20% | -13.06%-3.1pp | 702.45%-718.6pp | 32.84%-49.0pp |
| Employer contribution / active EE | $1,220 | $2,182-44.1% | $3,008-59.4% | $2,507-51.3% |
| Participant deferral / active EE | $4,163 | $3,332+24.9% | $4,395-5.3% | $4,311-3.4% |
| Admin fee / account holder | $152 | $143+6.2% | $5,325-97.1% | $188-19.2% |