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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,966 |
Service code 49 · EIN 74-2794194 | Other Services | $6,697 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $636 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,756 | $59,584-56.8% | $86,625-70.3% | $79,389-67.6% |
| Participation rate | 80.8% | 67.7%+13.2pp | 71.6%+9.2pp | 70.7%+10.1pp |
| Annual return | 9.10% | 23.15%-14.1pp | 63.52%-54.4pp | 116.89%-107.8pp |
| Employer contribution / active EE | $1,712 | $1,768-3.1% | $2,496-31.4% | $2,428-29.5% |
| Participant deferral / active EE | $1,407 | $3,036-53.7% | $3,700-62.0% | $4,046-65.2% |
| Admin fee / account holder | $295 | $604-51.2% | $5,830-94.9% | $626-53.0% |