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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,188 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,949 | $89,364-51.9% | $141,177-69.6% | $72,983-41.2% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.5%-54.9pp | 69.5%-41.9pp |
| Annual return | 55.21% | 111.86%-56.6pp | 71.40%-16.2pp | 81.01%-25.8pp |
| Employer contribution / active EE | $3,397 | $3,115+9.1% | $4,736-28.3% | $2,440+39.2% |
| Participant deferral / active EE | $3,733 | $5,419-31.1% | $6,710-44.4% | $3,608+3.5% |
| Admin fee / account holder | $232 | $5,959-96.1% | $10,263-97.7% | $5,124-95.5% |