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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,452 |
IMA WEALTH INC5 years Service code 49 · EIN 48-1233289 | Other Services | $25,764 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,847 | $56,540-38.4% | $185,851-81.3% | $86,821-59.9% |
| Participation rate | 45.8% | 65.5%-19.7pp | 81.7%-35.9pp | 72.3%-26.5pp |
| Annual return | 12.21% | 118.20%-106.0pp | 122.11%-109.9pp | 97.94%-85.7pp |
| Employer contribution / active EE | $530 | $1,844-71.3% | $5,168-89.7% | $2,406-78.0% |
| Participant deferral / active EE | $1,994 | $2,555-22.0% | $5,569-64.2% | $4,132-51.8% |
| Admin fee / account holder | $276 | $150+84.3% | $16,245-98.3% | $170+62.6% |