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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $23,752 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 49 | Other Services | $10,282 |
SECURITIES AMERICA INC7 years Service code 49 · EIN 11-2551174 | Other Services | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,327 | $61,356-73.4% | $149,696-89.1% | $71,511-77.2% |
| Participation rate | 73.1% | 62.5%+10.6pp | 78.8%-5.7pp | 67.9%+5.2pp |
| Annual return | 16.21% | 35.86%-19.6pp | 134.46%-118.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $1,758 | $2,382-26.2% | $4,821-63.5% | $2,589-32.1% |
| Participant deferral / active EE | $631 | $2,920-78.4% | $5,682-88.9% | $4,291-85.3% |
| Admin fee / account holder | $168 | $1,263-86.7% | $13,212-98.7% | $1,588-89.4% |