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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,193 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,891 | $69,305-28.0% | $82,312-39.4% | $69,631-28.4% |
| Participation rate | 60.8% | 80.3%-19.5pp | 76.9%-16.1pp | 70.7%-9.9pp |
| Annual return | 9.14% | 21.47%-12.3pp | 25.88%-16.7pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $1,036 | $1,887-45.1% | $2,428-57.3% | $2,032-49.0% |
| Participant deferral / active EE | $1,259 | $3,568-64.7% | $3,706-66.0% | $3,224-60.9% |
| Admin fee / account holder | $29 | $97-70.2% | $5,608-99.5% | $110-73.7% |