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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,710 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,349 |
AEGIS RETIREMENT PARTNERS2+ years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 · EIN 81-5017344 | Other Services | $7,305 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,557 | $89,093-34.3% | $102,434-42.8% | $77,736-24.7% |
| Participation rate | 63.4% | 80.9%-17.5pp | 76.5%-13.1pp | 70.6%-7.2pp |
| Annual return | 10.88% | 25.03%-14.2pp | 29.46%-18.6pp | 31.26%-20.4pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,448 | $5,147-52.4% | $5,055-51.6% | $4,651-47.4% |
| Admin fee / account holder | $190 | $236-19.4% | $9,462-98.0% | $433-56.1% |