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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,800 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $1,676 |
UNITED BENEFITS GROUP1+ years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $1,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,682 | $88,186-43.7% | $165,071-69.9% | $74,459-33.3% |
| Participation rate | 61.9% | 73.1%-11.3pp | 78.6%-16.8pp | 67.2%-5.4pp |
| Annual return | 12.44% | 17.13%-4.7pp | 70.17%-57.7pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,617 | $4,505-41.9% | $6,035-56.6% | $4,350-39.8% |
| Admin fee / account holder | $218 | $2,234-90.2% | $12,695-98.3% | $1,945-88.8% |