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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,564 |
Service code 49 · EIN 74-2794194 | Other Services | $6,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,586 | $34,634-14.6% | $77,100-61.6% | $64,824-54.4% |
| Participation rate | 38.8% | 49.8%-11.0pp | 67.9%-29.1pp | 71.5%-32.7pp |
| Annual return | -11.53% | -5.31%-6.2pp | 42.35%-53.9pp | 32.84%-44.4pp |
| Employer contribution / active EE | $783 | $1,385-43.4% | $2,815-72.2% | $2,507-68.8% |
| Participant deferral / active EE | $1,719 | $2,553-32.7% | $4,430-61.2% | $4,311-60.1% |
| Admin fee / account holder | $30 | $178-83.3% | $5,443-99.5% | $188-84.1% |