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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,165 |
USI CONSULTING GROUP1 year Filed as: USI Service code 11 · EIN 06-1397347 | Actuarial | $12,165 |
USI CONSULTING GROUP8+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $11,099 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $779,308-100.0% | $748,470-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | -15.41% | -0.99%-14.4pp | 0.46%-15.9pp | -14.65%-0.8pp |
| Employer contribution / active EE | $1,062,500 | $40,624+2515.5% | $35,480+2894.7% | $46,321+2193.8% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |