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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,900 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $6,891 |
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.
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 | $22,774 | $29,516-22.8% | $77,482-70.6% | $90,288-74.8% |
| Participation rate | 15.8% | 33.7%-17.8pp | 54.2%-38.3pp | 73.4%-57.5pp |
| Annual return | 15.31% | 231.18%-215.9pp | 54.79%-39.5pp | 53.97%-38.7pp |
| Employer contribution / active EE | $88 | $381-77.0% | $986-91.1% | $2,524-96.5% |
| Participant deferral / active EE | $200 | $944-78.8% | $1,861-89.3% | $4,232-95.3% |
| Admin fee / account holder | $130 | $106+22.6% | $2,858-95.5% | $114+13.9% |