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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 | $65,084-65.1% | $67,681-66.4% | $64,340-64.7% |
| Participation rate | 89.0% | 66.7%+22.3pp | 73.7%+15.3pp | 55.2%+33.8pp |
| Annual return | 10.52% | 20.50%-10.0pp | 590.58%-580.1pp | 24.14%-13.6pp |
| Employer contribution / active EE | $1,181 | $2,398-50.8% | $2,678-55.9% | $1,862-36.6% |
| Participant deferral / active EE | $2,186 | $3,210-31.9% | $3,976-45.0% | $2,980-26.6% |
| Admin fee / account holder | $212 | $1,415-85.0% | $6,100-96.5% | $3,703-94.3% |