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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,411 |
FABRIZIO, JEFFERY1+ years Filed as: FABRIZIO, ROBERT J. Service code 49 | Other Services | $9,037 |
FABRIZIO, JEFFERY1+ years Service code 49 302 KNIGHTS RUN AVE · TAMPA, FL 336025974 | Other Services | $8,771 |
MANNIX, WILLIAM J1+ years Service code 49 | Other Services | $8,711 |
FABRIZIO, JEFFERY1+ years Filed as: FABRIZIO, ROBERT B. Service code 49 302 KNIGHTS RUN AVE. · TAMPA, FL 336025974 | Other Services | $0 |
MANNIX, WILLIAM J1+ years Filed as: MANNIX, WILLIAM J. Service code 49 302 KNIGHTS RUN AVE. · TAMPA, FL 336025974 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,452 | $33,745-75.0% | $64,105-86.8% | $55,191-84.7% |
| Participation rate | 31.7% | 59.4%-27.6pp | 68.2%-36.4pp | 69.2%-37.4pp |
| Annual return | 74.32% | 4.95%+69.4pp | 791.24%-716.9pp | 10.78%+63.5pp |
| Employer contribution / active EE | $168 | $641-73.8% | $1,820-90.8% | $1,899-91.2% |
| Participant deferral / active EE | $811 | $1,929-58.0% | $2,822-71.3% | $3,046-73.4% |
| Admin fee / account holder | $67 | $94-29.5% | $4,499-98.5% | $91-26.7% |