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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,235 |
PENSION ASSURANCE LLP2 years 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 | $53,780 | $64,909-17.1% | $82,312-34.7% | $62,293-13.7% |
| Participation rate | 67.8% | 74.9%-7.0pp | 76.9%-9.1pp | 69.5%-1.7pp |
| Annual return | 15.38% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,008 | $1,676-39.9% | $2,428-58.5% | $2,042-50.7% |
| Participant deferral / active EE | $4,228 | $3,103+36.2% | $3,706+14.1% | $3,169+33.4% |
| Admin fee / account holder | $36 | $440-91.8% | $5,608-99.4% | $479-92.5% |