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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $16,988 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,651 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,174 | $36,916-31.8% | $156,551-83.9% | $57,658-56.3% |
| Participation rate | 47.8% | 63.4%-15.7pp | 84.0%-36.2pp | 70.2%-22.5pp |
| Annual return | 7.14% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $364 | $1,571-76.8% | $5,501-93.4% | $1,974-81.5% |
| Participant deferral / active EE | $1,968 | $1,926+2.2% | $4,871-59.6% | $3,061-35.7% |
| Admin fee / account holder | $50 | $82-39.0% | $13,028-99.6% | $95-46.7% |