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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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,938 | $56,317-43.3% | $71,209-55.1% | $74,304-57.0% |
| Participation rate | 42.9% | 55.1%-12.2pp | 73.8%-30.8pp | 60.3%-17.4pp |
| Annual return | 6.74% | 42.83%-36.1pp | 282.51%-275.8pp | 29.43%-22.7pp |
| Employer contribution / active EE | $537 | $2,160-75.2% | $2,721-80.3% | $2,241-76.1% |
| Participant deferral / active EE | $940 | $2,788-66.3% | $4,175-77.5% | $3,767-75.1% |
| Admin fee / account holder | $55 | $2,290-97.6% | $5,349-99.0% | $2,969-98.1% |