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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,059 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $11,745 |
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.
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 | $61,747 | $71,873-14.1% | $86,698-28.8% | $68,490-9.8% |
| Participation rate | 52.7% | 72.2%-19.6pp | 76.6%-23.9pp | 67.9%-15.2pp |
| Annual return | -11.20% | 3.54%-14.7pp | 35.96%-47.2pp | -7.85%-3.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,054 | $3,779-72.1% | $4,656-77.4% | $4,028-73.8% |
| Admin fee / account holder | $275 | $6,110-95.5% | $7,492-96.3% | $5,403-94.9% |