Filed May 29, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,497 |
SECURITIES AMERICA INC3+ years Service code 49 · EIN 11-2551174 | Other Services | $25,003 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $39,781 | $96,458-58.8% | $136,298-70.8% | $77,958-49.0% |
| Participation rate | 85.4% | 75.4%+10.1pp | 81.9%+3.5pp | 71.6%+13.8pp |
| Annual return | 19.99% | 23.78%-3.8pp | 5156.27%-5136.3pp | 20.87%-0.9pp |
| Employer contribution / active EE | $1,255 | $3,144-60.1% | $4,696-73.3% | $2,310-45.7% |
| Participant deferral / active EE | $4,014 | $5,902-32.0% | $6,247-35.7% | $3,537+13.5% |
| Admin fee / account holder | $42 | $80-47.3% | $9,244-99.5% | $97-56.4% |