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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,610 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGE Service code 27 · EIN 30-0282430 | Advisory (Plan) | $11,579 |
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.
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 | $44,961 | $58,320-22.9% | $86,451-48.0% | $66,949-32.8% |
| Participation rate | 67.3% | 78.6%-11.3pp | 80.3%-13.1pp | 69.8%-2.6pp |
| Annual return | -14.50% | -9.71%-4.8pp | 4398.51%-4413.0pp | 1.57%-16.1pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,904 | $6,899-72.4% | $6,953-72.6% | $4,239-55.1% |
| Admin fee / account holder | $283 | $546-48.1% | $6,734-95.8% | $594-52.3% |