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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,829 |
TAX SHELTERED COMPENSATION, INC.5+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 13 · EIN 41-0955056 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $3,487 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,261 | $69,159-15.8% | $125,175-53.5% | $67,579-13.8% |
| Participation rate | 41.9% | 78.2%-36.3pp | 79.8%-37.9pp | 71.3%-29.4pp |
| Annual return | 23.14% | 27.12%-4.0pp | 43.79%-20.6pp | 378.56%-355.4pp |
| Employer contribution / active EE | $921 | $2,023-54.5% | $3,865-76.2% | $2,148-57.1% |
| Participant deferral / active EE | $2,234 | $3,700-39.6% | $4,937-54.8% | $3,539-36.9% |
| Admin fee / account holder | $45 | $142-68.0% | $9,702-99.5% | $142-68.1% |