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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,441 |
Filed as: BROOKLIGHT PLACE SECURITIES, INC. Service code 49 · EIN 36-3317130 | Other Services | $24,694 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,602 | $95,438-69.0% | $135,982-78.2% | $74,473-60.3% |
| Participation rate | 97.1% | 78.2%+18.9pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 18.04% | 32.61%-14.6pp | 68.32%-50.3pp | 34.36%-16.3pp |
| Employer contribution / active EE | $2,223 | $3,878-42.7% | $4,859-54.2% | $2,638-15.7% |
| Participant deferral / active EE | $3,312 | $7,790-57.5% | $7,760-57.3% | $4,530-26.9% |
| Admin fee / account holder | $243 | $259-6.0% | $10,767-97.7% | $347-29.9% |