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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,615 |
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $12,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,448 | $86,791-71.8% | $115,038-78.7% | $59,188-58.7% |
| Participation rate | 35.6% | 72.8%-37.2pp | 81.4%-45.7pp | 69.4%-33.8pp |
| Annual return | 8.30% | 4.44%+3.9pp | 26.14%-17.8pp | 5.51%+2.8pp |
| Employer contribution / active EE | $420 | $2,950-85.8% | $4,608-90.9% | $2,098-80.0% |
| Participant deferral / active EE | $929 | $5,298-82.5% | $6,026-84.6% | $3,265-71.6% |
| Admin fee / account holder | $22 | $95-76.3% | $8,175-99.7% | $92-75.6% |