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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,775 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $11,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,383 | $51,223-40.7% | $82,763-63.3% | $66,949-54.6% |
| Participation rate | 53.6% | 67.9%-14.3pp | 72.6%-19.0pp | 69.8%-16.3pp |
| Annual return | -15.34% | -9.85%-5.5pp | 702.45%-717.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $741 | $2,611-71.6% | $3,008-75.4% | $2,545-70.9% |
| Participant deferral / active EE | $1,693 | $3,460-51.1% | $4,395-61.5% | $4,239-60.1% |
| Admin fee / account holder | $134 | $415-67.7% | $5,325-97.5% | $594-77.4% |