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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,810 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,512 | $56,540-39.0% | $185,851-81.4% | $86,821-60.2% |
| Participation rate | 68.3% | 65.5%+2.7pp | 81.7%-13.4pp | 72.3%-4.0pp |
| Annual return | 13.19% | 118.20%-105.0pp | 122.11%-108.9pp | 97.94%-84.7pp |
| Employer contribution / active EE | $913 | $1,844-50.5% | $5,168-82.3% | $2,406-62.1% |
| Participant deferral / active EE | $1,942 | $2,555-24.0% | $5,569-65.1% | $4,132-53.0% |
| Admin fee / account holder | $93 | $150-37.7% | $16,245-99.4% | $170-45.0% |