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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,014 |
401(K) ADVISORS INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,299 |
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 | $21,102 | $69,708-69.7% | $67,560-68.8% | $74,478-71.7% |
| Participation rate | 83.9% | 71.4%+12.4pp | 72.9%+10.9pp | 67.2%+16.6pp |
| Annual return | 23.28% | -40.67%+64.0pp | 3533.50%-3510.2pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $1,100 | $2,715-59.5% | $2,737-59.8% | $2,626-58.1% |
| Participant deferral / active EE | $2,103 | $3,637-42.2% | $4,004-47.5% | $4,350-51.7% |
| Admin fee / account holder | $198 | $887-77.7% | $3,994-95.0% | $1,946-89.8% |