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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503922300 | Contract Administrator | $3,450 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $3,318 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING SERVICES INS Service code 13 | Contract Administrator | $1,760 |
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.
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 | $12,136 | $46,173-73.7% | $170,435-92.9% | $69,631-82.6% |
| Participation rate | 60.6% | 63.9%-3.3pp | 83.6%-23.0pp | 70.7%-10.1pp |
| Annual return | 19.66% | 21.62%-2.0pp | 205.94%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $745 | $1,610-53.7% | $5,432-86.3% | $2,032-63.4% |
| Participant deferral / active EE | $1,022 | $2,080-50.9% | $4,939-79.3% | $3,224-68.3% |
| Admin fee / account holder | $20 | $116-83.1% | $13,881-99.9% | $110-82.3% |