Filed May 29, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,398 |
SECURITIES AMERICA INC1+ years Service code 49 · EIN 11-2551174 | Other Services | $1,696 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,553 | $88,324-65.4% | $115,038-73.4% | $55,191-44.6% |
| Participation rate | 78.8% | 72.5%+6.3pp | 81.4%-2.5pp | 69.2%+9.7pp |
| Annual return | 4.11% | 6.30%-2.2pp | 26.14%-22.0pp | 10.78%-6.7pp |
| Employer contribution / active EE | $1,082 | $2,805-61.4% | $4,608-76.5% | $1,899-43.0% |
| Participant deferral / active EE | $3,720 | $5,042-26.2% | $6,026-38.3% | $3,046+22.1% |
| Admin fee / account holder | $50 | $105-52.8% | $8,175-99.4% | $91-45.2% |