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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,902 |
WILLIAM BLAIR3 years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $8,265 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,604 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,850 | $60,795-46.0% | $69,461-52.7% | $65,185-49.6% |
| Participation rate | 56.5% | 74.9%-18.4pp | 74.6%-18.2pp | 70.2%-13.7pp |
| Annual return | 3.64% | 17.46%-13.8pp | 28.97%-25.3pp | 29.38%-25.7pp |
| Employer contribution / active EE | $3 | $2,452-99.9% | $2,779-99.9% | $2,177-99.9% |
| Participant deferral / active EE | $1,676 | $3,162-47.0% | $3,536-52.6% | $3,514-52.3% |
| Admin fee / account holder | $154 | $314-51.0% | $3,840-96.0% | $847-81.9% |