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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $27,454 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,515 |
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 | $30,858 | $46,173-33.2% | $170,435-81.9% | $69,631-55.7% |
| Participation rate | 44.4% | 63.9%-19.5pp | 83.6%-39.2pp | 70.7%-26.3pp |
| Annual return | 19.93% | 21.62%-1.7pp | 205.94%-186.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $458 | $1,610-71.6% | $5,432-91.6% | $2,032-77.5% |
| Participant deferral / active EE | $2,013 | $2,080-3.3% | $4,939-59.3% | $3,224-37.6% |
| Admin fee / account holder | $60 | $116-48.4% | $13,881-99.6% | $110-45.8% |