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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,199 |
Filed as: PRINCIPAL SECURITIES Service code 49 | Other Services | $7,539 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,526 | $28,109-44.8% | $71,086-78.2% | $56,287-72.4% |
| Participation rate | 65.0% | 40.4%+24.6pp | 54.7%+10.4pp | 69.9%-4.8pp |
| Annual return | -8.99% | -615.05%+606.1pp | 650.59%-659.6pp | -9.96%+1.0pp |
| Employer contribution / active EE | $773 | $558+38.7% | $1,088-28.9% | $2,111-63.4% |
| Participant deferral / active EE | $1,380 | $1,116+23.7% | $1,874-26.3% | $3,350-58.8% |
| Admin fee / account holder | $170 | $585-70.9% | $3,082-94.5% | $521-67.3% |