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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $17,538 |
BRIAN FREEMAN4 years Filed as: BRIAN L. VIK Service code 49 2631 SW SHERWOOD DR. · PORTLAND, OR 972011616 | Other Services | $2,826 |
Filed as: PRIME PENSIONS NORTHWEST Service code 49 · EIN 87-3599091 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,149 | $86,692-30.6% | $119,634-49.7% | $66,949-10.2% |
| Participation rate | 66.9% | 75.6%-8.7pp | 79.3%-12.3pp | 69.8%-2.9pp |
| Annual return | -12.31% | -8.00%-4.3pp | -14.98%+2.7pp | 1.57%-13.9pp |
| Employer contribution / active EE | $1,286 | $2,536-49.3% | $4,232-69.6% | $2,545-49.5% |
| Participant deferral / active EE | $2,728 | $4,360-37.4% | $5,601-51.3% | $4,239-35.7% |
| Admin fee / account holder | $183 | $755-75.8% | $10,329-98.2% | $594-69.2% |