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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,772 | $53,136-30.8% | $155,509-76.4% | $199,593-81.6% |
| Participation rate | 31.1% | 64.1%-33.0pp | 78.2%-47.1pp | 72.0%-40.9pp |
| Annual return | 15.24% | 41.15%-25.9pp | 64.67%-49.4pp | 34.25%-19.0pp |
| Employer contribution / active EE | $471 | $1,851-74.6% | $4,672-89.9% | $3,034-84.5% |
| Participant deferral / active EE | $1,157 | $3,161-63.4% | $5,626-79.4% | $5,087-77.3% |
| Admin fee / account holder | $242 | $185+30.6% | $15,912-98.5% | $269-9.9% |