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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,236 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,345 | $47,180+32.1% | $149,723-58.4% | $74,473-16.3% |
| Participation rate | 56.2% | 63.4%-7.2pp | 78.8%-22.6pp | 70.7%-14.6pp |
| Annual return | 18.83% | 22.75%-3.9pp | 134.50%-115.7pp | 34.36%-15.5pp |
| Employer contribution / active EE | $877 | $1,907-54.0% | $4,821-81.8% | $2,638-66.8% |
| Participant deferral / active EE | $3,533 | $2,730+29.4% | $5,682-37.8% | $4,530-22.0% |
| Admin fee / account holder | $152 | $343-55.7% | $13,215-98.9% | $347-56.2% |