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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,372 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,666 | $60,165-15.8% | $74,184-31.7% | $55,167-8.2% |
| Participation rate | 64.6% | 74.2%-9.6pp | 76.6%-12.1pp | 69.0%-4.4pp |
| Annual return | 9.47% | 10.00%-0.5pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $800 | $1,600-50.0% | $2,370-66.2% | $1,963-59.2% |
| Participant deferral / active EE | $3,089 | $2,973+3.9% | $3,550-13.0% | $3,054+1.2% |
| Admin fee / account holder | $42 | $419-90.0% | $5,586-99.2% | $504-91.7% |