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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,063 |
Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $7,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,828 | $79,209-90.1% | $102,434-92.4% | $74,459-89.5% |
| Participation rate | 44.7% | 74.8%-30.1pp | 76.5%-31.8pp | 67.2%-22.5pp |
| Annual return | 17.51% | 54.98%-37.5pp | 29.46%-11.9pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $2,830 | $2,362+19.8% | $3,023-6.4% | $2,626+7.8% |
| Participant deferral / active EE | $5,705 | $4,417+29.2% | $5,055+12.9% | $4,350+31.2% |
| Admin fee / account holder | $235 | $2,002-88.3% | $9,462-97.5% | $1,945-87.9% |