Filed July 25, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $229,279 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE CO Service code 13 · EIN 13-5581826 | Contract Administrator | $133,053 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 61-0736136 | Consulting | $77,531 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $51,900 |
INSTITUTIONAL INVESTMENT COUNSEL4+ years Filed as: INSTITUTIONAL INVESTMENT Service code 27 · EIN 81-0635433 | Advisory (Plan) | $43,500 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP CHARTERE Service code 29 · EIN 52-1219029 | Legal | $30,369 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $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 | $248,026 | $82,546+200.5% | $140,019+77.1% | $75,289+229.4% |
| Participation rate | 99.4% | 88.4%+11.1pp | 87.5%+11.9pp | 72.4%+27.0pp |
| Annual return | -4.59% | -0.36%-4.2pp | 651.19%-655.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $11,815 | $3,856+206.4% | $5,605+110.8% | $2,405+391.3% |
| Participant deferral / active EE | $10,662 | $5,731+86.0% | $6,927+53.9% | $3,739+185.2% |
| Admin fee / account holder | $125 | $86+45.5% | $10,705-98.8% | $102+22.0% |