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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,287 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $74,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $100,272-100.0% | $170,057-100.0% | $74,473-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 87.0%-87.0pp | 70.7%-70.7pp |
| Annual return | 12.54% | 66.12%-53.6pp | 53.42%-40.9pp | 34.36%-21.8pp |
| Employer contribution / active EE | $390 | $4,266-90.9% | $6,790-94.3% | $2,638-85.2% |
| Participant deferral / active EE | $4,552 | $7,147-36.3% | $10,411-56.3% | $4,530+0.5% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |