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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,751 |
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 49 · EIN 48-1233289 | Other Services | $0 |
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 | $52,519-100.0% | $155,789-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 61.7%-61.7pp | 76.1%-76.1pp | 68.7%-68.7pp |
| Annual return | 0.38% | 53.51%-53.1pp | 71.54%-71.2pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $410 | $1,589-74.2% | $3,839-89.3% | $2,203-81.4% |
| Participant deferral / active EE | $1,562 | $3,084-49.4% | $4,798-67.4% | $3,192-51.1% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |