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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,004 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $1,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,141 | $27,330+28.6% | $67,704-48.1% | $55,191-36.3% |
| Participation rate | 26.8% | 47.5%-20.8pp | 67.5%-40.8pp | 69.2%-42.4pp |
| Annual return | 4.68% | 8.81%-4.1pp | 25.41%-20.7pp | 10.78%-6.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,657 | $1,709+231.1% | $3,585+57.8% | $3,046+85.7% |
| Admin fee / account holder | $157 | $109+43.5% | $4,255-96.3% | $91+72.7% |