Filed February 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,826 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 · EIN 36-2214610 | Other Services | $8,769 |
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.
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 | $58,333 | $52,639+10.8% | $185,117-68.5% | $62,293-6.4% |
| Participation rate | 39.1% | 63.9%-24.8pp | 77.3%-38.2pp | 69.5%-30.4pp |
| Annual return | 111.72% | 19.57%+92.1pp | 40.50%+71.2pp | 28.90%+82.8pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,364 | $3,097+8.6% | $5,045-33.3% | $3,169+6.2% |
| Admin fee / account holder | $167 | $374-55.4% | $8,159-98.0% | $479-65.2% |