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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,498 |
BUSINESS SOLUTIONS INC9+ years Service code 49 · EIN 54-1942298 | Other Services | $1,093 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,624 | $47,135-11.7% | $149,717-72.2% | $74,440-44.1% |
| Participation rate | 19.1% | 63.4%-44.3pp | 78.8%-59.6pp | 70.7%-51.6pp |
| Annual return | 17.13% | 22.75%-5.6pp | 134.41%-117.3pp | 34.37%-17.2pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $901 | $2,728-67.0% | $5,682-84.1% | $4,529-80.1% |
| Admin fee / account holder | $91 | $343-73.4% | $13,213-99.3% | $348-73.8% |