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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,896 |
THE WEISS GROUP, INC.1 year Filed as: WEISS, ROGER A. Service code 49 2852 W 160TH TER · STILWELL, KS 660859159 | Other Services | $0 |
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.
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 | $23,405 | $50,637-53.8% | $86,582-73.0% | $62,293-62.4% |
| Participation rate | 49.5% | 67.9%-18.4pp | 73.5%-24.1pp | 69.5%-20.1pp |
| Annual return | 9.50% | 20.80%-11.3pp | 965.08%-955.6pp | 28.90%-19.4pp |
| Employer contribution / active EE | $397 | $2,075-80.9% | $2,839-86.0% | $2,042-80.6% |
| Participant deferral / active EE | $557 | $2,611-78.7% | $3,609-84.6% | $3,169-82.4% |
| Admin fee / account holder | $58 | $413-85.9% | $4,904-98.8% | $479-87.8% |