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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,436 |
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $6,198 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,202 | $41,281-60.8% | $109,313-85.2% | $57,658-71.9% |
| Participation rate | 23.4% | 59.3%-35.9pp | 71.3%-47.8pp | 70.2%-46.8pp |
| Annual return | 8.20% | 8.97%-0.8pp | 22.07%-13.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $794 | $2,223-64.3% | $3,166-74.9% | $3,061-74.1% |
| Admin fee / account holder | $142 | $75+89.2% | $5,666-97.5% | $95+50.6% |