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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,808 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,812 | $95,406-64.6% | $185,849-81.8% | $85,847-60.6% |
| Participation rate | 67.2% | 68.8%-1.6pp | 81.7%-14.5pp | 69.3%-2.1pp |
| Annual return | 8.36% | 23.59%-15.2pp | 122.10%-113.7pp | 318.61%-310.2pp |
| Employer contribution / active EE | $401 | $3,314-87.9% | $5,169-92.2% | $2,565-84.4% |
| Participant deferral / active EE | $2,062 | $3,424-39.8% | $5,569-63.0% | $3,952-47.8% |
| Admin fee / account holder | $294 | $7,214-95.9% | $16,244-98.2% | $6,261-95.3% |