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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,149 |
401(K) ADVISORS INC9 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,049 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,737 | $64,705-64.9% | $62,929-63.9% | $67,986-66.6% |
| Participation rate | 89.0% | 65.6%+23.4pp | 73.1%+15.9pp | 57.2%+31.8pp |
| Annual return | 10.52% | 20.31%-9.8pp | 1063.93%-1053.4pp | 31.67%-21.1pp |
| Employer contribution / active EE | $1,181 | $2,376-50.3% | $2,505-52.8% | $2,019-41.5% |
| Participant deferral / active EE | $2,186 | $3,198-31.6% | $3,888-43.8% | $3,358-34.9% |
| Admin fee / account holder | $212 | $1,428-85.1% | $5,065-95.8% | $3,203-93.4% |