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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,201 |
THE M. HANNA COMPANY, CPA2+ years Filed as: HANNA, SHAHIR Service code 49 18101 VON KARMAN AVE · IRVINE, CA 926120103 | Other Services | $6,615 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,436 | $25,723-24.4% | $69,182-71.9% | $55,167-64.8% |
| Participation rate | 25.4% | 39.4%-14.0pp | 55.1%-29.7pp | 69.0%-43.6pp |
| Annual return | 4.38% | 9.56%-5.2pp | -21.93%+26.3pp | 169.23%-164.8pp |
| Employer contribution / active EE | $188 | $480-60.9% | $1,206-84.4% | $1,963-90.4% |
| Participant deferral / active EE | $562 | $963-41.7% | $1,897-70.4% | $3,054-81.6% |
| Admin fee / account holder | $147 | $365-59.7% | $2,697-94.5% | $504-70.8% |