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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,314 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $5,334 |
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.
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 | $24,643 | $55,453-55.6% | $170,435-85.5% | $62,293-60.4% |
| Participation rate | 67.5% | 66.4%+1.1pp | 83.6%-16.1pp | 69.5%-2.0pp |
| Annual return | 11.66% | 21.38%-9.7pp | 205.94%-194.3pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,253 | $2,164-42.1% | $5,432-76.9% | $2,042-38.6% |
| Participant deferral / active EE | $1,098 | $2,303-52.3% | $4,939-77.8% | $3,169-65.4% |
| Admin fee / account holder | $130 | $455-71.4% | $13,881-99.1% | $479-72.8% |