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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $15,643 |
SECURITIES AMERICA INC1 year Service code 49 · EIN 11-2551174 | Other Services | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,495 | $55,453-73.9% | $170,442-91.5% | $62,292-76.7% |
| Participation rate | 55.9% | 66.4%-10.5pp | 83.6%-27.7pp | 69.5%-13.6pp |
| Annual return | 14.55% | 21.38%-6.8pp | 205.93%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,250 | $2,164-42.2% | $5,433-77.0% | $2,042-38.8% |
| Participant deferral / active EE | $393 | $2,303-82.9% | $4,939-92.0% | $3,169-87.6% |
| Admin fee / account holder | $139 | $455-69.3% | $13,880-99.0% | $479-70.9% |