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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $19,780 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 49 | Other Services | $8,858 |
Filed as: ADVANCED PLAN DESIGNS Service code 13 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Contract Administrator | $8,123 |
Service code 13 | Contract Administrator | $680 |
SECURITIES AMERICA INC2 years 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.
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 | $14,439 | $47,977-69.9% | $154,108-90.6% | $56,289-74.3% |
| Participation rate | 57.8% | 66.2%-8.4pp | 83.0%-25.2pp | 69.9%-12.1pp |
| Annual return | -1.29% | 3.54%-4.8pp | 735.21%-736.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,009 | $2,169-53.5% | $5,298-81.0% | $2,111-52.2% |
| Participant deferral / active EE | $403 | $2,392-83.2% | $5,081-92.1% | $3,350-88.0% |
| Admin fee / account holder | $212 | $438-51.7% | $13,411-98.4% | $521-59.4% |