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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $3,632 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $3,498 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING SERVICES INS Service code 13 | Contract Administrator | $1,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,324 | $36,916-72.0% | $156,551-93.4% | $57,658-82.1% |
| Participation rate | 63.5% | 63.4%0pp | 84.0%-20.5pp | 70.2%-6.7pp |
| Annual return | 8.34% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $761 | $1,571-51.6% | $5,501-86.2% | $1,974-61.4% |
| Participant deferral / active EE | $1,007 | $1,926-47.7% | $4,871-79.3% | $3,061-67.1% |
| Admin fee / account holder | $22 | $82-72.9% | $13,028-99.8% | $95-76.4% |