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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,088 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,800 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 10 · EIN 54-0737372 | Accounting | $6,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,435 | $65,557-55.1% | $64,056-54.0% | $71,457-58.8% |
| Participation rate | 59.1% | 73.2%-14.1pp | 72.3%-13.2pp | 67.9%-8.9pp |
| Annual return | 10.09% | 18.94%-8.8pp | 33.69%-23.6pp | 28.85%-18.8pp |
| Employer contribution / active EE | $408 | $2,669-84.7% | $2,747-85.2% | $2,588-84.2% |
| Participant deferral / active EE | $1,673 | $3,626-53.9% | $3,880-56.9% | $4,289-61.0% |
| Admin fee / account holder | $350 | $616-43.2% | $3,068-88.6% | $1,587-77.9% |