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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,725 |
Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $6,628 |
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.
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 | $19,946 | $26,479-24.7% | $74,722-73.3% | $77,775-74.4% |
| Participation rate | 19.6% | 37.6%-18.1pp | 54.5%-34.9pp | 73.2%-53.6pp |
| Annual return | 25.05% | 38.31%-13.3pp | 753.11%-728.1pp | 32.58%-7.5pp |
| Employer contribution / active EE | $119 | $440-72.9% | $1,084-89.0% | $2,504-95.2% |
| Participant deferral / active EE | $268 | $1,074-75.1% | $1,963-86.4% | $3,966-93.3% |
| Admin fee / account holder | $139 | $119+16.7% | $3,335-95.8% | $100+38.8% |