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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $266,232 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,364 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 · EIN 41-0244008 | Legal | $29,435 |
Filed as: BERGAN KDV Service code 10 · EIN 41-1431613 | Accounting | $20,510 |
BCG PENSION RISK CONSULT1 year Service code 13 · EIN 47-3313152 | Contract Administrator | $18,750 |
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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -22.11% | -7.97%-14.1pp | 0.46%-22.6pp | 39.82%-61.9pp |
| Employer contribution / active EE | $0 | $20,148-100.0% | $35,480-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |