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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $33,767 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL FINANCIAL ADVISORS, INC. Service code 27 · EIN 52-1523364 | Advisory (Plan) | $27,517 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,250 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 20.75% | 12.11%+8.6pp | 12.93%+7.8pp | 16.32%+4.4pp |
| Employer contribution / active EE | $10,765 | $18,276-41.1% | $35,210-69.4% | $17,007-36.7% |
| Participant deferral / active EE | $0 | $1,114-100.0% | $458-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |