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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,393 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,080 | $62,581-18.4% | $124,672-59.0% | $86,799-41.2% |
| Participation rate | 59.6% | 56.9%+2.7pp | 74.6%-15.0pp | 72.3%-12.7pp |
| Annual return | 27.94% | 26.67%+1.3pp | 5142.93%-5115.0pp | 97.91%-70.0pp |
| Employer contribution / active EE | $0 | $1,604-100.0% | $3,324-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,260 | $2,725-53.8% | $4,614-72.7% | $4,131-69.5% |
| Admin fee / account holder | $12 | $170-93.1% | $7,493-99.8% | $170-93.1% |