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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,128 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $9,578 |
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 | $28,286 | $40,435-30.0% | $80,648-64.9% | $74,473-62.0% |
| Participation rate | 55.0% | 47.4%+7.7pp | 67.0%-12.0pp | 70.7%-15.7pp |
| Annual return | 12.56% | 165.22%-152.7pp | 937.21%-924.7pp | 34.36%-21.8pp |
| Employer contribution / active EE | $875 | $1,498-41.6% | $2,724-67.9% | $2,638-66.8% |
| Participant deferral / active EE | $2,033 | $2,673-23.9% | $4,443-54.2% | $4,530-55.1% |
| Admin fee / account holder | $27 | $721-96.2% | $5,382-99.5% | $347-92.2% |