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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,527 |
Service code 49 · EIN 74-2794194 | Other Services | $4,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,351 | $55,446-47.1% | $155,574-81.1% | $74,429-60.6% |
| Participation rate | 58.2% | 61.9%-3.7pp | 78.2%-20.0pp | 67.2%-9.0pp |
| Annual return | 9.39% | 269.20%-259.8pp | 64.87%-55.5pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $1,398 | $2,266-38.3% | $4,676-70.1% | $2,625-46.7% |
| Participant deferral / active EE | $826 | $2,836-70.9% | $5,629-85.3% | $4,348-81.0% |
| Admin fee / account holder | $67 | $1,743-96.1% | $15,914-99.6% | $1,944-96.5% |