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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $15,488 |
Service code 49 · EIN 74-2794194 1250 S CAPITAL OF TEXAS · W LAKE HILLS, TX 787466446 | Other Services | $7,197 |
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.
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 | $17,654 | $43,423-59.3% | $78,676-77.6% | $55,167-68.0% |
| Participation rate | 52.2% | 68.0%-15.8pp | 73.6%-21.4pp | 69.0%-16.8pp |
| Annual return | 4.14% | 11.53%-7.4pp | 62.19%-58.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $868 | $1,997-56.5% | $2,850-69.5% | $1,963-55.8% |
| Participant deferral / active EE | $853 | $2,509-66.0% | $3,517-75.7% | $3,054-72.1% |
| Admin fee / account holder | $107 | $416-74.3% | $4,510-97.6% | $504-78.8% |