Filed September 23, 2024
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,206 |
HAYS COMPANIES3 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 | $33,450 | $52,188-35.9% | $86,656-61.4% | $74,473-55.1% |
| Participation rate | 98.5% | 66.3%+32.2pp | 71.7%+26.8pp | 70.7%+27.8pp |
| Annual return | 20.04% | 44.46%-24.4pp | 593.09%-573.0pp | 34.36%-14.3pp |
| Employer contribution / active EE | $1,489 | $2,282-34.8% | $3,025-50.8% | $2,638-43.6% |
| Participant deferral / active EE | $4,722 | $3,383+39.6% | $4,439+6.4% | $4,530+4.2% |
| Admin fee / account holder | $165 | $319-48.2% | $5,619-97.1% | $347-52.4% |