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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,201 |
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $12,624 |
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $12,438 |
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.
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 | $40,905 | $57,096-28.4% | $94,228-56.6% | $55,191-25.9% |
| Participation rate | 54.5% | 75.7%-21.2pp | 78.8%-24.3pp | 69.2%-14.7pp |
| Annual return | 3.87% | 159.65%-155.8pp | 10.68%-6.8pp | 10.78%-6.9pp |
| Employer contribution / active EE | $346 | $1,708-79.7% | $3,587-90.4% | $1,899-81.8% |
| Participant deferral / active EE | $2,056 | $3,165-35.0% | $4,320-52.4% | $3,046-32.5% |
| Admin fee / account holder | $74 | $89-16.9% | $6,269-98.8% | $91-18.3% |