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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT CENTERS OF AMERICA1+ years Service code 49 · EIN 45-0389744 | Other Services | $6,530 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,725 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,416 | $46,360-62.4% | $147,617-88.2% | $52,331-66.7% |
| Participation rate | 53.6% | 64.9%-11.4pp | 84.6%-31.0pp | 68.1%-14.5pp |
| Annual return | 0.55% | 1.62%-1.1pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $608 | $2,126-71.4% | $5,564-89.1% | $1,882-67.7% |
| Participant deferral / active EE | $916 | $2,258-59.4% | $4,895-81.3% | $3,022-69.7% |
| Admin fee / account holder | $12 | $766-98.4% | $11,612-99.9% | $592-98.0% |