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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $4,944 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,181 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,588 | $47,135-43.6% | $149,717-82.2% | $74,440-64.3% |
| Participation rate | 24.4% | 63.4%-39.0pp | 78.8%-54.3pp | 70.7%-46.3pp |
| Annual return | 10.81% | 22.75%-11.9pp | 134.41%-123.6pp | 34.37%-23.6pp |
| Employer contribution / active EE | $419 | $1,906-78.0% | $4,820-91.3% | $2,638-84.1% |
| Participant deferral / active EE | $839 | $2,728-69.3% | $5,682-85.2% | $4,529-81.5% |
| Admin fee / account holder | $22 | $343-93.6% | $13,213-99.8% | $348-93.7% |