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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,694 |
WEALTHPLAN ADVISORS LLC3+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $25,993 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,278 | $82,163-43.7% | $125,363-63.1% | $64,814-28.6% |
| Participation rate | 48.3% | 77.9%-29.6pp | 82.4%-34.1pp | 71.5%-23.2pp |
| Annual return | -15.26% | 3.49%-18.8pp | 572.15%-587.4pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,248 | $3,616-65.5% | $4,815-74.1% | $2,507-50.2% |
| Participant deferral / active EE | $2,357 | $7,175-67.2% | $7,447-68.4% | $4,310-45.3% |
| Admin fee / account holder | $282 | $163+72.6% | $10,005-97.2% | $188+50.0% |