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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,740 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,754 |
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).
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 | $11,991 | $42,367-71.7% | $79,576-84.9% | $64,814-81.5% |
| Participation rate | 55.9% | 64.7%-8.8pp | 69.5%-13.6pp | 71.5%-15.5pp |
| Annual return | -19.67% | -12.23%-7.4pp | 0.15%-19.8pp | 32.84%-52.5pp |
| Employer contribution / active EE | $448 | $1,181-62.0% | $2,413-81.4% | $2,507-82.1% |
| Participant deferral / active EE | $1,414 | $3,170-55.4% | $3,985-64.5% | $4,310-67.2% |
| Admin fee / account holder | $177 | $160+10.9% | $6,834-97.4% | $188-5.8% |