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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,336 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 302 KNIGHTS RUN AVE. · TAMPA, FL 336025974 | Other Services | $6,498 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,949 | $48,064-73.1% | $78,778-83.6% | $69,631-81.4% |
| Participation rate | 40.4% | 61.6%-21.2pp | 69.2%-28.8pp | 70.7%-30.3pp |
| Annual return | 21.70% | 21.81%-0.1pp | 35.62%-13.9pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $264 | $744-64.6% | $1,986-86.7% | $2,032-87.0% |
| Participant deferral / active EE | $1,581 | $2,079-24.0% | $2,958-46.6% | $3,224-51.0% |
| Admin fee / account holder | $53 | $152-65.0% | $5,134-99.0% | $110-51.8% |