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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,086 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,123 |
TRIAD ADVISORS INC1 year Service code 49 · EIN 65-0173164 | Other Services | $8,449 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,772 | $37,196-44.2% | $154,108-86.5% | $55,725-62.7% |
| Participation rate | 85.3% | 64.1%+21.2pp | 83.0%+2.3pp | 70.9%+14.5pp |
| Annual return | -1.18% | 1319.68%-1320.9pp | 735.21%-736.4pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,214 | $1,614-24.8% | $5,298-77.1% | $2,078-41.6% |
| Participant deferral / active EE | $1,926 | $2,068-6.9% | $5,081-62.1% | $3,356-42.6% |
| Admin fee / account holder | $69 | $102-32.0% | $13,411-99.5% | $115-40.0% |