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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,481 |
FIELD UNDERWRITERS AGENCY INC2+ years Service code 49 · EIN 31-0797193 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,245 | $67,602-36.0% | $82,312-47.5% | $70,126-38.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.83% | 21.57%-13.7pp | 25.88%-18.0pp | 73.15%-65.3pp |
| Employer contribution / active EE | $1,541 | $1,755-12.2% | $2,428-36.5% | $2,343-34.2% |
| Participant deferral / active EE | $1,321 | $2,987-55.8% | $3,706-64.4% | $3,332-60.4% |
| Admin fee / account holder | $16 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |