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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,785 |
USI CONSULTING GROUP5 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $6,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,088 | $73,863-57.9% | $143,797-78.4% | $68,490-54.6% |
| Participation rate | 68.3% | 66.7%+1.7pp | 80.3%-12.0pp | 67.9%+0.4pp |
| Annual return | -12.78% | 0.91%-13.7pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $566 | $3,185-82.2% | $4,952-88.6% | $2,597-78.2% |
| Participant deferral / active EE | $2,424 | $3,385-28.4% | $5,638-57.0% | $4,028-39.8% |
| Admin fee / account holder | $295 | $5,756-94.9% | $14,679-98.0% | $5,403-94.5% |