Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,774 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $13,320 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,373-100.0% | $398,892-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | - |
| Annual return | 13.36% | 93.58%-80.2pp | 8.54%+4.8pp | - |
| Employer contribution / active EE | $30,813 | $22,052+39.7% | $37,153-17.1% | - |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $77,551-100.0% | - |