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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,142 |
WOODBURY FINANCIAL SERVICES3+ years Service code 49 · EIN 41-0944586 | Other Services | $21,795 |
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 | $33,513 | $46,173-27.4% | $170,435-80.3% | $69,631-51.9% |
| Participation rate | 68.1% | 63.9%+4.2pp | 83.6%-15.5pp | 70.7%-2.6pp |
| Annual return | 14.36% | 21.62%-7.3pp | 205.94%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $661 | $1,610-58.9% | $5,432-87.8% | $2,032-67.5% |
| Participant deferral / active EE | $1,362 | $2,080-34.5% | $4,939-72.4% | $3,224-57.7% |
| Admin fee / account holder | $117 | $116+1.0% | $13,881-99.2% | $110+6.0% |