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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,649 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $16,877 | $56,540-70.2% | $185,849-90.9% | $86,821-80.6% |
| Participation rate | 60.2% | 65.5%-5.4pp | 81.7%-21.5pp | 72.3%-12.1pp |
| Annual return | 22.32% | 118.20%-95.9pp | 122.10%-99.8pp | 97.94%-75.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,524 | $2,555-40.3% | $5,569-72.6% | $4,132-63.1% |
| Admin fee / account holder | $15 | $150-89.9% | $16,244-99.9% | $170-91.1% |