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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-1027290 | Contract Administrator | $93,991 |
Service code 27 · EIN 20-4554635 | Advisory (Plan) | $49,933 |
Service code 49 · EIN 51-0383217 | Other Services | $16,213 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $41,842 | $100,272-58.3% | $170,043-75.4% | $74,460-43.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 37.24% | 66.12%-28.9pp | 53.40%-16.2pp | 34.38%+2.9pp |
| Employer contribution / active EE | $3,539 | $4,266-17.0% | $6,790-47.9% | $2,638+34.2% |
| Participant deferral / active EE | $5,388 | $7,147-24.6% | $10,410-48.2% | $4,530+18.9% |
| Admin fee / account holder | $100 | $235-57.3% | $12,824-99.2% | $348-71.2% |