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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $13,393 |
NORTHWEST QUADRANT, LLC3 years Filed as: NORTHWEST QUADRANT LLC Service code 27 · EIN 20-4040323 | Advisory (Plan) | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,124 | $54,573-2.7% | $90,951-41.6% | $73,488-27.7% |
| Participation rate | 37.4% | 61.2%-23.8pp | 69.0%-31.6pp | 70.7%-33.3pp |
| Annual return | 15.34% | 16.69%-1.3pp | 134.60%-119.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $612 | $991-38.3% | $2,122-71.2% | $2,270-73.0% |
| Participant deferral / active EE | $849 | $2,517-66.3% | $3,373-74.8% | $3,740-77.3% |
| Admin fee / account holder | $197 | $521-62.2% | $5,959-96.7% | $513-61.6% |