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| Provider | Service type | Compensation |
|---|---|---|
NORTH RIDGE SECURITIES CORP2+ years Filed as: NORTH RIDGE SECURITY CORP Service code 49 · EIN 11-3022165 | Other Services | $5,081 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,104 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,604 | $43,423-24.9% | $78,676-58.6% | $55,167-40.9% |
| Participation rate | 56.4% | 68.0%-11.7pp | 73.6%-17.2pp | 69.0%-12.6pp |
| Annual return | 4.61% | 11.53%-6.9pp | 62.19%-57.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $775 | $1,997-61.2% | $2,850-72.8% | $1,963-60.5% |
| Participant deferral / active EE | $1,336 | $2,509-46.7% | $3,517-62.0% | $3,054-56.3% |
| Admin fee / account holder | $33 | $416-92.2% | $4,510-99.3% | $504-93.5% |