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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,070 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
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 | $19,623 | $37,196-47.2% | $154,108-87.3% | $55,725-64.8% |
| Participation rate | 59.7% | 64.1%-4.4pp | 83.0%-23.3pp | 70.9%-11.1pp |
| Annual return | -6.53% | 1319.68%-1326.2pp | 735.21%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $612 | $1,614-62.1% | $5,298-88.5% | $2,078-70.6% |
| Participant deferral / active EE | $1,128 | $2,068-45.5% | $5,081-77.8% | $3,356-66.4% |
| Admin fee / account holder | $75 | $102-26.6% | $13,411-99.4% | $115-35.3% |