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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,164 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,632 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,250 |
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.
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 | $34,530 | $65,072-46.9% | $66,439-48.0% | $65,306-47.1% |
| Participation rate | 63.2% | 69.1%-5.9pp | 74.5%-11.3pp | 57.7%+5.5pp |
| Annual return | 10.30% | 21.50%-11.2pp | 757.66%-747.4pp | 21.94%-11.6pp |
| Employer contribution / active EE | $548 | $2,475-77.9% | $2,637-79.2% | $1,967-72.1% |
| Participant deferral / active EE | $1,689 | $3,234-47.8% | $3,876-56.4% | $2,959-42.9% |
| Admin fee / account holder | $105 | $1,323-92.1% | $6,173-98.3% | $3,480-97.0% |