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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,914 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK, RONALD L. Service code 49 5700 CORPORATE DR · PITTSBURGH, PA 152375829 | Other Services | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,973 | $37,039-67.7% | $147,617-91.9% | $59,188-79.8% |
| Participation rate | 54.6% | 63.8%-9.2pp | 84.6%-30.0pp | 69.4%-14.8pp |
| Annual return | -1.34% | 7.19%-8.5pp | 61.98%-63.3pp | 5.51%-6.8pp |
| Employer contribution / active EE | $380 | $1,353-71.9% | $5,564-93.2% | $2,098-81.9% |
| Participant deferral / active EE | $912 | $2,094-56.5% | $4,895-81.4% | $3,265-72.1% |
| Admin fee / account holder | $93 | $60+54.5% | $11,612-99.2% | $92+0.9% |