Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,036 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $7,936 |
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 | $25,239 | $52,293-51.7% | $178,499-85.9% | $73,412-65.6% |
| Participation rate | 18.1% | 65.3%-47.3pp | 81.9%-63.9pp | 72.2%-54.1pp |
| Annual return | 5.90% | 34.75%-28.8pp | 151.10%-145.2pp | 59.30%-53.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $795 | $2,332-65.9% | $5,202-84.7% | $3,806-79.1% |
| Admin fee / account holder | $185 | $127+45.4% | $13,986-98.7% | $158+17.3% |