Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,346 |
DMC INSURANCE AGENCY2+ years Filed as: DMC INSURANCE AGENCY INC Service code 49 · EIN 91-2088079 | Other Services | $2,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,963 | $46,173-48.1% | $170,435-85.9% | $69,631-65.6% |
| Participation rate | 16.2% | 63.9%-47.7pp | 83.6%-67.4pp | 70.7%-54.5pp |
| Annual return | 10.17% | 21.62%-11.5pp | 205.94%-195.8pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $706 | $2,080-66.1% | $4,939-85.7% | $3,224-78.1% |
| Admin fee / account holder | $161 | $116+39.1% | $13,881-98.8% | $110+46.1% |