Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $166,539 |
Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $25,180 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,775 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 22.41% | 17.59%+4.8pp | 10.78%+11.6pp | 16.32%+6.1pp |
| Employer contribution / active EE | $27,458 | $13,960+96.7% | $41,857-34.4% | $17,007+61.5% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |