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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,982 |
TPG FINANCIAL ADVISORS, LLC5 years Filed as: TPG FINANCIAL ADVISORS Service code 13 · EIN 20-5282002 | Contract Administrator | $26,481 |
Service code 49 · EIN 87-3599091 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,312 | $79,209-11.2% | $102,434-31.4% | $74,459-5.6% |
| Participation rate | 62.8% | 74.8%-12.0pp | 76.5%-13.7pp | 67.2%-4.4pp |
| Annual return | 11.58% | 54.98%-43.4pp | 29.46%-17.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,111 | $2,362-53.0% | $3,023-63.2% | $2,626-57.7% |
| Participant deferral / active EE | $4,388 | $4,417-0.7% | $5,055-13.2% | $4,350+0.9% |
| Admin fee / account holder | $283 | $2,002-85.9% | $9,462-97.0% | $1,945-85.5% |