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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,865 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $29,312 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,600 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | -0.81% | 13.92%-14.7pp | 11.31%-12.1pp | 11.84%-12.7pp |
| Employer contribution / active EE | $0 | $18,856-100.0% | $35,729-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $2,000-100.0% | $237-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |