Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,652 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $30,661 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $16,808 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 6.34% | 10.82%-4.5pp | 8.29%-2.0pp | 11.84%-5.5pp |
| Employer contribution / active EE | $5,975 | $12,700-53.0% | $40,774-85.3% | $17,339-65.5% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |