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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,746 |
Service code 49 · EIN 74-2794194 | Other Services | $7,222 |
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 | $20,611 | $40,522-49.1% | $84,637-75.6% | $67,582-69.5% |
| Participation rate | 63.6% | 51.1%+12.5pp | 68.2%-4.6pp | 71.3%-7.7pp |
| Annual return | 17.42% | 32.72%-15.3pp | 258.82%-241.4pp | 378.57%-361.2pp |
| Employer contribution / active EE | $734 | $1,146-36.0% | $2,653-72.3% | $2,148-65.8% |
| Participant deferral / active EE | $1,961 | $2,132-8.0% | $3,900-49.7% | $3,539-44.6% |
| Admin fee / account holder | $25 | $145-82.8% | $4,914-99.5% | $142-82.4% |