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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $27,491 |
Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 27 · EIN 52-1523364 | Advisory (Plan) | $27,032 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,818 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 10.88% | 20.91%-10.0pp | 793.01%-782.1pp | 627.08%-616.2pp |
| Employer contribution / active EE | $14,423 | $11,580+24.6% | $27,004-46.6% | $18,824-23.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |