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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,959 |
THE WEISS GROUP, INC.9 years Filed as: WEISS, ROGER A. Service code 49 147 TRAIL OF THE FLOWERS · GEORGETOWN, TX 786334870 | Other Services | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,938 | $47,553-32.8% | $136,867-76.7% | $69,733-54.2% |
| Participation rate | 42.9% | 61.4%-18.4pp | 74.5%-31.6pp | 62.5%-19.5pp |
| Annual return | 6.74% | -91.50%+98.2pp | 42.97%-36.2pp | 15.22%-8.5pp |
| Employer contribution / active EE | $537 | $2,087-74.3% | $3,547-84.9% | $2,250-76.1% |
| Participant deferral / active EE | $940 | $2,300-59.1% | $4,924-80.9% | $3,054-69.2% |
| Admin fee / account holder | $55 | $3,496-98.4% | $10,340-99.5% | $3,102-98.2% |