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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 | $65,084-46.9% | $67,681-49.0% | $64,340-46.3% |
| Participation rate | 63.2% | 66.7%-3.6pp | 73.7%-10.6pp | 55.2%+7.9pp |
| Annual return | 10.30% | 20.50%-10.2pp | 590.58%-580.3pp | 24.14%-13.8pp |
| Employer contribution / active EE | $548 | $2,398-77.1% | $2,678-79.5% | $1,862-70.5% |
| Participant deferral / active EE | $1,689 | $3,210-47.4% | $3,976-57.5% | $2,980-43.3% |
| Admin fee / account holder | $105 | $1,415-92.6% | $6,100-98.3% | $3,703-97.2% |