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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,137 |
Filed as: MORGAN STANELY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $65,247 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 | Contract Administrator | $13,021 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,806 | $42,901+18.4% | $91,220-44.3% | $64,808-21.6% |
| Participation rate | 78.8% | 68.1%+10.7pp | 73.2%+5.6pp | 71.5%+7.3pp |
| Annual return | -14.33% | -13.53%-0.8pp | 114.01%-128.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $832 | $1,571-47.0% | $2,850-70.8% | $2,506-66.8% |
| Participant deferral / active EE | $5,281 | $3,501+50.9% | $4,234+24.7% | $4,310+22.5% |
| Admin fee / account holder | $193 | $131+47.0% | $5,420-96.4% | $188+2.6% |