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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $69,189 |
PACK PRIVATE WEALTH, LLC1 year Service code 27 | Advisory (Plan) | $33,721 |
PACK PRIVATE WEALTH, LLC1 year Filed as: PACK PRIVATE WEALTH Service code 27 · EIN 85-3328138 | Advisory (Plan) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,133 | $56,485-46.7% | $185,823-83.8% | $86,799-65.3% |
| Participation rate | 49.2% | 65.5%-16.2pp | 81.7%-32.5pp | 72.3%-23.0pp |
| Annual return | 70.36% | 118.04%-47.7pp | 122.05%-51.7pp | 97.91%-27.6pp |
| Employer contribution / active EE | $1,298 | $1,843-29.6% | $5,167-74.9% | $2,405-46.1% |
| Participant deferral / active EE | $2,916 | $2,553+14.2% | $5,568-47.6% | $4,131-29.4% |
| Admin fee / account holder | $160 | $150+6.8% | $16,237-99.0% | $170-5.8% |