Filed November 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,790 |
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT Service code 27 · EIN 39-1828175 | Advisory (Plan) | $40,569 |
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 | $56,943 | $93,010-38.8% | $96,515-41.0% | $74,460-23.5% |
| Participation rate | 46.0% | 71.6%-25.6pp | 74.3%-28.4pp | 70.7%-24.8pp |
| Annual return | 17.07% | 37.50%-20.4pp | 35.73%-18.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,438 | $3,427-58.0% | $3,740-61.6% | $2,638-45.5% |
| Participant deferral / active EE | $2,863 | $3,971-27.9% | $4,880-41.3% | $4,530-36.8% |
| Admin fee / account holder | $194 | $633-69.3% | $6,735-97.1% | $348-44.2% |