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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,785 |
Filed as: PHILLIPS, CHAD L. Service code 49 201 E COMMERCE ST · YOUNGSTOWN, OH 445031637 | Other Services | $6,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,818 | $21,965-59.9% | $59,496-85.2% | $59,188-85.1% |
| Participation rate | 33.4% | 32.6%+0.8pp | 54.6%-21.2pp | 69.4%-36.1pp |
| Annual return | -1.38% | 22.15%-23.5pp | 182.05%-183.4pp | 5.51%-6.9pp |
| Employer contribution / active EE | $132 | $316-58.2% | $1,153-88.5% | $2,098-93.7% |
| Participant deferral / active EE | $297 | $732-59.4% | $1,829-83.7% | $3,265-90.9% |
| Admin fee / account holder | $32 | $74-57.1% | $2,232-98.6% | $92-65.4% |