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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,276 |
FINANCIAL MANAGEMENT NETWORK1+ years Filed as: FINANCIAL MANAGEMENT NETWORK INC Service code 27 · EIN 33-0490707 | Advisory (Plan) | $10,892 |
ACTUARIAL BENEFITS CORP1+ years Service code 49 | Other Services | $2,240 |
FMN CAPITAL CORPORATION1+ years Service code 49 · EIN 33-0649400 | Other Services | $1,711 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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).
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 | $47,468 | $54,573-13.0% | $90,965-47.8% | $73,493-35.4% |
| Participation rate | 59.9% | 61.2%-1.3pp | 69.0%-9.1pp | 70.7%-10.8pp |
| Annual return | 9.69% | 16.69%-7.0pp | 134.57%-124.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,331 | $2,517-7.4% | $3,373-30.9% | $3,740-37.7% |
| Admin fee / account holder | $214 | $521-58.9% | $5,960-96.4% | $513-58.3% |