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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,892 |
CROWE LLP6+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,000 |
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 27 · EIN 47-1186155 | Advisory (Plan) | $9,930 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 9.58% | 9.93%-0.3pp | -2.84%+12.4pp | 9.29%+0.3pp |
| Employer contribution / active EE | $11,410 | $11,565-1.3% | $33,329-65.8% | $15,168-24.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |