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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,107 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $6,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,539 | $37,117-50.1% | $147,617-87.4% | $55,191-66.4% |
| Participation rate | 57.2% | 63.6%-6.4pp | 84.6%-27.4pp | 69.2%-12.0pp |
| Annual return | 0.29% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2 | $1,620-99.9% | $5,564-100.0% | $1,899-99.9% |
| Participant deferral / active EE | $1,170 | $1,985-41.1% | $4,895-76.1% | $3,046-61.6% |
| Admin fee / account holder | $49 | $86-42.8% | $11,612-99.6% | $91-46.1% |