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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $43,403 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,801 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,235 | $56,095-81.8% | $178,503-94.3% | $90,274-88.7% |
| Participation rate | 34.8% | 65.6%-30.8pp | 81.9%-47.1pp | 73.4%-38.6pp |
| Annual return | 16.69% | 28.81%-12.1pp | 151.12%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $427 | $1,572-72.8% | $5,011-91.5% | $2,523-83.1% |
| Participant deferral / active EE | $625 | $2,669-76.6% | $5,202-88.0% | $4,231-85.2% |
| Admin fee / account holder | $15 | $101-84.6% | $13,987-99.9% | $114-86.5% |