Filed May 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,308 |
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $30,245 |
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 | $27,777 | $30,979-10.3% | $67,711-59.0% | $59,188-53.1% |
| Participation rate | 9.5% | 40.5%-31.0pp | 67.5%-58.0pp | 69.4%-59.9pp |
| Annual return | 1.08% | -1.74%+2.8pp | 25.41%-24.3pp | 5.51%-4.4pp |
| Employer contribution / active EE | $99 | $807-87.7% | $2,559-96.1% | $2,098-95.3% |
| Participant deferral / active EE | $275 | $1,603-82.9% | $3,585-92.3% | $3,265-91.6% |
| Admin fee / account holder | $121 | $81+49.2% | $4,255-97.2% | $92+31.1% |