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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,545 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $8,314 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $3,460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,189 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Other Fees | $48 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $0 |
Annual investment return 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 | $7,976 | $79,223-89.9% | $102,460-92.2% | $74,478-89.3% |
| Participation rate | 94.9% | 74.8%+20.2pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 10.51% | 54.98%-44.5pp | 29.47%-19.0pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,239 | $2,363-47.6% | $3,025-59.0% | $2,626-52.8% |
| Participant deferral / active EE | $3,346 | $4,417-24.3% | $5,056-33.8% | $4,350-23.1% |
| Admin fee / account holder | $95 | $2,003-95.3% | $9,460-99.0% | $1,946-95.1% |