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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,543 |
FIRST SECURITY BANK1+ years Filed as: FIRST SECURITY BANK TRUST 0 Service code 27 · EIN 71-0159420 | Advisory (Plan) | $85,640 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,515 | $104,544-71.8% | $96,576-69.4% | $80,149-63.2% |
| Participation rate | 95.2% | 86.4%+8.9pp | 76.0%+19.2pp | 72.9%+22.3pp |
| Annual return | 28.13% | 21.79%+6.3pp | 25.87%+2.3pp | 40.39%-12.3pp |
| Employer contribution / active EE | $1,732 | $3,527-50.9% | $2,965-41.6% | $2,977-41.8% |
| Participant deferral / active EE | $2,840 | $6,170-54.0% | $4,851-41.5% | $5,015-43.4% |
| Admin fee / account holder | $162 | $107+51.2% | $8,253-98.0% | $145+11.5% |