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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,556 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,466 |
Service code 13 · EIN 71-1039549 302 KNIGHTS RUN AVE. · TAMPA, FL 336025974 | Contract Administrator | $5,425 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,160 | $33,780-64.0% | $74,551-83.7% | $75,289-83.8% |
| Participation rate | 34.3% | 62.7%-28.4pp | 69.1%-34.9pp | 72.4%-38.2pp |
| Annual return | -6.35% | -1.24%-5.1pp | 32.53%-38.9pp | -0.04%-6.3pp |
| Employer contribution / active EE | $210 | $845-75.2% | $1,961-89.3% | $2,405-91.3% |
| Participant deferral / active EE | $1,049 | $1,890-44.5% | $3,108-66.3% | $3,739-71.9% |
| Admin fee / account holder | $61 | $86-28.8% | $5,059-98.8% | $102-39.9% |