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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,617 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $26,719 |
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 | $37,486 | $70,917-47.1% | $98,920-62.1% | $73,493-49.0% |
| Participation rate | 92.7% | 73.8%+18.9pp | 76.0%+16.7pp | 70.7%+22.0pp |
| Annual return | 14.56% | 34.18%-19.6pp | 196.47%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $775 | $2,037-61.9% | $2,689-71.2% | $2,270-65.8% |
| Participant deferral / active EE | $3,532 | $3,501+0.9% | $4,245-16.8% | $3,740-5.6% |
| Admin fee / account holder | $200 | $535-62.6% | $6,643-97.0% | $513-61.0% |