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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,206 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $64,561 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $8,160 |
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 | $30,447 | $107,415-71.7% | $135,982-77.6% | $80,169-62.0% |
| Participation rate | 43.5% | 78.0%-34.5pp | 81.9%-38.4pp | 72.9%-29.4pp |
| Annual return | 31.35% | 91.99%-60.6pp | 68.32%-37.0pp | 40.39%-9.0pp |
| Employer contribution / active EE | $1,591 | $3,878-59.0% | $4,859-67.3% | $2,978-46.6% |
| Participant deferral / active EE | $2,874 | $8,189-64.9% | $7,760-63.0% | $5,016-42.7% |
| Admin fee / account holder | $136 | $127+6.9% | $10,767-98.7% | $145-6.4% |