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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $113,055 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $65,155 |
Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 27 · EIN 47-2523848 | Advisory (Plan) | $17,702 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 13 · EIN 16-1616474 | Contract Administrator | $9,948 |
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.
Employer 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 | $45,885 | $82,163-44.2% | $125,363-63.4% | $64,814-29.2% |
| Participation rate | 47.3% | 77.9%-30.6pp | 82.4%-35.1pp | 71.5%-24.2pp |
| Annual return | -15.58% | 3.49%-19.1pp | 572.15%-587.7pp | 32.84%-48.4pp |
| Employer contribution / active EE | $961 | $3,616-73.4% | $4,815-80.0% | $2,507-61.7% |
| Participant deferral / active EE | $3,037 | $7,175-57.7% | $7,447-59.2% | $4,310-29.6% |
| Admin fee / account holder | $278 | $163+70.5% | $10,005-97.2% | $188+48.1% |