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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $14,772 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,345 | $85,766-44.8% | $136,298-65.3% | $70,126-32.5% |
| Participation rate | 67.8% | 74.2%-6.4pp | 81.9%-14.1pp | 69.5%-1.8pp |
| Annual return | 13.78% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $390 | $2,966-86.8% | $4,696-91.7% | $2,343-83.3% |
| Participant deferral / active EE | $2,218 | $5,051-56.1% | $6,247-64.5% | $3,332-33.4% |
| Admin fee / account holder | $57 | $5,421-98.9% | $9,244-99.4% | $4,645-98.8% |