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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,280 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,684 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $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.
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 | $19,825 | $66,601-70.2% | $92,903-78.7% | $67,579-70.7% |
| Participation rate | 44.0% | 72.5%-28.5pp | 76.0%-32.0pp | 71.3%-27.3pp |
| Annual return | 51.46% | 92.58%-41.1pp | 109.43%-58.0pp | 378.56%-327.1pp |
| Employer contribution / active EE | $1,555 | $2,775-44.0% | $3,653-57.4% | $2,148-27.6% |
| Participant deferral / active EE | $814 | $3,157-74.2% | $4,238-80.8% | $3,539-77.0% |
| Admin fee / account holder | $65 | $199-67.6% | $5,795-98.9% | $142-54.7% |