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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1 year Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $5,679 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $79,588 | $86,288-7.8% | $111,306-28.5% | $85,851-7.3% |
| Participation rate | 52.6% | 73.3%-20.7pp | 77.3%-24.7pp | 69.3%-16.7pp |
| Annual return | 10.42% | 19.99%-9.6pp | 54.67%-44.2pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,164 | $3,641-68.0% | $4,488-74.1% | $3,952-70.5% |
| Admin fee / account holder | $49 | $8,189-99.4% | $7,966-99.4% | $6,261-99.2% |