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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,095 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $24,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $72,770-100.0% | $67,652-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 69.2%-69.2pp |
| Annual return | 2.97% | -3.26%+6.2pp | 6625.40%-6622.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $1,506 | $1,769-14.9% | $2,266-33.5% | $1,899-20.7% |
| Participant deferral / active EE | $3,992 | $3,408+17.1% | $3,560+12.1% | $3,046+31.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |