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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC6+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $26,190 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,011 |
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).
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 | $64,305 | $100,801-36.2% | $149,715-57.0% | $73,412-12.4% |
| Participation rate | 47.8% | 77.7%-29.9pp | 82.5%-34.7pp | 72.2%-24.4pp |
| Annual return | 13.52% | 265.34%-251.8pp | 276.66%-263.1pp | 59.30%-45.8pp |
| Employer contribution / active EE | $446 | $3,312-86.5% | $4,645-90.4% | $2,234-80.0% |
| Participant deferral / active EE | $2,856 | $6,404-55.4% | $6,842-58.3% | $3,806-25.0% |
| Admin fee / account holder | $73 | $181-59.8% | $9,310-99.2% | $158-54.0% |