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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $16,617 |
BRIAN FREEMAN3 years Filed as: BRIAN L. VIK Service code 49 2631 SW SHERWOOD DR. · PORTLAND, OR 972011616 | Other Services | $2,025 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,886 | $93,182-27.1% | $146,665-53.7% | $79,386-14.5% |
| Participation rate | 65.1% | 76.4%-11.4pp | 80.1%-15.0pp | 70.7%-5.6pp |
| Annual return | 11.91% | 21.61%-9.7pp | 22.74%-10.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $750 | $2,420-69.0% | $4,136-81.9% | $2,427-69.1% |
| Participant deferral / active EE | $2,217 | $4,169-46.8% | $5,506-59.7% | $4,046-45.2% |
| Admin fee / account holder | $185 | $585-68.4% | $10,280-98.2% | $626-70.5% |