Filed December 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,248 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,772 | $53,254-30.9% | $155,574-76.4% | $199,921-81.6% |
| Participation rate | 31.1% | 64.1%-33.0pp | 78.2%-47.1pp | 72.0%-40.9pp |
| Annual return | 15.24% | 41.18%-25.9pp | 64.87%-49.6pp | 34.28%-19.0pp |
| Employer contribution / active EE | $471 | $1,848-74.5% | $4,676-89.9% | $3,035-84.5% |
| Participant deferral / active EE | $1,157 | $3,165-63.4% | $5,629-79.4% | $5,089-77.3% |
| Admin fee / account holder | $242 | $186+30.5% | $15,914-98.5% | $269-10.0% |