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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,755 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,888 | $155,795-90.4% | $136,298-89.1% | $69,631-78.6% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 70.7%-18.6pp |
| Annual return | 36.04% | 232464.33%-232428.3pp | 5156.27%-5120.2pp | 27571.02%-27535.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,419 | $5,394-36.6% | $6,247-45.3% | $3,224+6.1% |
| Admin fee / account holder | $17 | $128-86.4% | $9,244-99.8% | $110-84.2% |