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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,948 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $40,569 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,705 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,800 | $48,166-31.9% | $96,570-66.0% | $93,010-64.7% |
| Participation rate | 16.5% | 65.1%-48.6pp | 69.8%-53.3pp | 73.9%-57.4pp |
| Annual return | 8.56% | 21.31%-12.7pp | 37.79%-29.2pp | 158.70%-150.1pp |
| Employer contribution / active EE | $289 | $1,070-73.0% | $2,357-87.7% | $2,705-89.3% |
| Participant deferral / active EE | $579 | $2,576-77.5% | $3,849-84.9% | $4,561-87.3% |
| Admin fee / account holder | $172 | $110+56.1% | $6,182-97.2% | $152+13.5% |