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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,578 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $11,188 |
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.
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 | $20,799 | $48,669-57.3% | $93,654-77.8% | $199,768-89.6% |
| Participation rate | 13.9% | 63.7%-49.8pp | 68.7%-54.8pp | 72.0%-58.1pp |
| Annual return | 17.63% | 15.38%+2.3pp | 133.34%-115.7pp | 34.26%-16.6pp |
| Employer contribution / active EE | $328 | $1,137-71.2% | $2,421-86.5% | $3,037-89.2% |
| Participant deferral / active EE | $580 | $2,823-79.4% | $4,413-86.9% | $5,090-88.6% |
| Admin fee / account holder | $147 | $195-24.6% | $8,282-98.2% | $269-45.4% |