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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,846 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,639 | $76,774-65.3% | $112,258-76.3% | $77,906-65.8% |
| Participation rate | 43.8% | 80.2%-36.3pp | 75.1%-31.2pp | 73.7%-29.9pp |
| Annual return | -10.40% | -10.25%-0.1pp | 27.47%-37.9pp | 12.16%-22.6pp |
| Employer contribution / active EE | $1,223 | $3,977-69.2% | $3,636-66.4% | $2,846-57.0% |
| Participant deferral / active EE | $2,237 | $3,778-40.8% | $4,728-52.7% | $4,805-53.4% |
| Admin fee / account holder | $188 | $239-21.3% | $6,411-97.1% | $133+41.8% |