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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $707,388 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $88,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,534 | $93,223-35.1% | $134,143-54.9% | $93,223-35.1% |
| Participation rate | 50.5% | 74.9%-24.4pp | 72.2%-21.7pp | 74.9%-24.4pp |
| Annual return | 12.33% | 19.29%-7.0pp | 36.33%-24.0pp | 19.29%-7.0pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,704-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $2,645 | $4,563-42.0% | $3,499-24.4% | $4,563-42.0% |
| Admin fee / account holder | $126 | $79+59.5% | $6,684-98.1% | $79+59.5% |