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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,000 |
USI CONSULTING GROUP1 year Service code 11 6 PPG PLACE · PITTSBURG, PA 15222 | Actuarial | $15,500 |
Filed as: SCHWARTZ PLATZ & ASSOCIATES CPA Service code 10 · EIN 68-0263780 | Accounting | $9,800 |
VALLEY ADMINISTRATORS5 years Service code 13 · EIN 94-1615216 | Contract Administrator | $8,800 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $7,669 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -9.55% | -4.92%-4.6pp | -5.85%-3.7pp | -5.25%-4.3pp |
| Employer contribution / active EE | $2,666 | $10,994-75.8% | $31,839-91.6% | $15,161-82.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |