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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,816 |
TRIAD ADVISORS INC3 years Service code 49 · EIN 65-0173164 | Other Services | $19,612 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,539 | $52,293-47.3% | $178,499-84.6% | $73,412-62.5% |
| Participation rate | 88.7% | 65.3%+23.4pp | 81.9%+6.8pp | 72.2%+16.6pp |
| Annual return | 15.90% | 34.75%-18.8pp | 151.10%-135.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $1,373 | $1,735-20.9% | $5,011-72.6% | $2,234-38.5% |
| Participant deferral / active EE | $2,247 | $2,332-3.6% | $5,202-56.8% | $3,806-41.0% |
| Admin fee / account holder | $68 | $127-47.0% | $13,986-99.5% | $158-57.2% |