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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,978 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $11,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,296 | $42,901-43.4% | $91,225-73.4% | $64,819-62.5% |
| Participation rate | 33.4% | 68.1%-34.7pp | 73.2%-39.8pp | 71.5%-38.0pp |
| Annual return | -18.62% | -13.53%-5.1pp | 114.12%-132.7pp | 32.84%-51.5pp |
| Employer contribution / active EE | $702 | $1,571-55.3% | $2,851-75.4% | $2,507-72.0% |
| Participant deferral / active EE | $1,775 | $3,501-49.3% | $4,233-58.1% | $4,311-58.8% |
| Admin fee / account holder | $206 | $131+57.4% | $5,422-96.2% | $188+9.9% |