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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $202,261 |
Filed as: ROCATON INVESTMENT ADVIS Service code 21 · EIN 04-3638035 | Bank Trustee | $93,223 |
Filed as: FIRST STATE TRUST COMPAN Service code 21 · EIN 13-3124172 | Bank Trustee | $24,403 |
RBT CPAS, LLP2 years Filed as: RBT LLC Service code 10 · EIN 14-1604297 | Accounting | $13,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -4.74% | -2.51%-2.2pp | -102.04%+97.3pp | -0.69%-4.1pp |
| Employer contribution / active EE | $76,068 | $11,346+570.5% | $36,232+109.9% | $16,786+353.2% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |