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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 | $69,774-69.8% | $67,561-68.8% | $74,429-71.6% |
| Participation rate | 83.9% | 71.4%+12.5pp | 72.9%+11.0pp | 67.2%+16.6pp |
| Annual return | 23.28% | -40.53%+63.8pp | 3525.44%-3502.2pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $1,100 | $2,710-59.4% | $2,735-59.8% | $2,625-58.1% |
| Participant deferral / active EE | $2,103 | $3,636-42.2% | $4,003-47.5% | $4,348-51.6% |
| Admin fee / account holder | $198 | $890-77.7% | $4,006-95.1% | $1,944-89.8% |