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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $726 |
BEHRENS & BANKS1+ years Service code 10 · EIN 54-1556200 | Accounting | $0 |
Service code 15 · EIN 01-2333346 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,673 | $50,464-74.9% | $75,784-83.3% | $52,331-75.8% |
| Participation rate | 33.7% | 66.8%-33.1pp | 75.8%-42.1pp | 68.1%-34.4pp |
| Annual return | 0.02% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $973 | $2,570-62.1% | $3,652-73.4% | $3,022-67.8% |
| Admin fee / account holder | $4 | $1,103-99.6% | $5,300-99.9% | $592-99.2% |