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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $5,124 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,640 | $46,292-51.1% | $143,757-84.3% | $64,808-65.1% |
| Participation rate | 25.5% | 64.2%-38.7pp | 80.3%-54.8pp | 71.5%-45.9pp |
| Annual return | -13.37% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $378 | $1,910-80.2% | $4,951-92.4% | $2,506-84.9% |
| Participant deferral / active EE | $837 | $2,646-68.4% | $5,637-85.2% | $4,310-80.6% |
| Admin fee / account holder | $17 | $154-88.7% | $14,673-99.9% | $188-90.7% |