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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,029 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $7,704 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,947 | $54,237-54.0% | $90,324-72.4% | $67,582-63.1% |
| Participation rate | 48.6% | 68.6%-20.0pp | 73.3%-24.6pp | 71.3%-22.6pp |
| Annual return | 27.10% | 37.27%-10.2pp | 78.15%-51.0pp | 378.57%-351.5pp |
| Employer contribution / active EE | $660 | $1,846-64.2% | $2,856-76.9% | $2,148-69.3% |
| Participant deferral / active EE | $1,898 | $2,625-27.7% | $3,885-51.2% | $3,539-46.4% |
| Admin fee / account holder | $141 | $123+14.0% | $5,356-97.4% | $142-1.2% |