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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,030 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $14,420 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,945 | $27,330-67.3% | $67,704-86.8% | $55,191-83.8% |
| Participation rate | 68.2% | 47.5%+20.6pp | 67.5%+0.7pp | 69.2%-1.0pp |
| Annual return | 10.07% | 8.81%+1.3pp | 25.41%-15.3pp | 10.78%-0.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,508 | $1,709-11.8% | $3,585-57.9% | $3,046-50.5% |
| Admin fee / account holder | $168 | $109+53.7% | $4,255-96.1% | $91+85.0% |