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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $177,034 |
Filed as: MERRILL LYNCH ACCTS REC Service code 27 · EIN 13-2740599 | Advisory (Plan) | $89,043 |
RBT CPAS, LLP2 years Filed as: RBT CPA'S Service code 10 · EIN 14-1604297 | Accounting | $14,500 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -18.74% | -11.09%-7.7pp | -38.86%+20.1pp | -5.25%-13.5pp |
| Employer contribution / active EE | $0 | $16,800-100.0% | $37,752-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |