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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $15,612 |
AVINTUS1 year Filed as: AVINTUS LLC Service code 13 · EIN 04-3682160 | Contract Administrator | $4,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,458 | $33,067-68.4% | $76,518-86.3% | $56,289-81.4% |
| Participation rate | 64.9% | 55.4%+9.5pp | 68.0%-3.1pp | 69.9%-4.9pp |
| Annual return | -12.02% | 2.72%-14.7pp | -0.27%-11.7pp | -9.96%-2.1pp |
| Employer contribution / active EE | $1,796 | $1,200+49.6% | $2,647-32.1% | $2,111-14.9% |
| Participant deferral / active EE | $1,697 | $2,240-24.2% | $3,836-55.8% | $3,350-49.3% |
| Admin fee / account holder | $183 | $537-66.0% | $4,849-96.2% | $521-65.0% |