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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,875 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $18,353 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,984 | $88,122-85.3% | $141,191-90.8% | $67,579-80.8% |
| Participation rate | 89.7% | 76.5%+13.2pp | 82.5%+7.2pp | 71.3%+18.4pp |
| Annual return | 106.13% | 75.40%+30.7pp | 71.41%+34.7pp | 378.56%-272.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,070 | $5,958-14.9% | $6,710-24.4% | $3,539+43.2% |
| Admin fee / account holder | $90 | $131-31.6% | $10,264-99.1% | $142-37.1% |