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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,548 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,471 | $84,236+8.6% | $170,435-46.3% | $70,126+30.4% |
| Participation rate | 52.8% | 70.8%-18.0pp | 83.6%-30.8pp | 69.5%-16.7pp |
| Annual return | 7.44% | 23.06%-15.6pp | 205.94%-198.5pp | 73.15%-65.7pp |
| Employer contribution / active EE | $3,659 | $3,387+8.0% | $5,432-32.6% | $2,343+56.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $624 | $5,698-89.0% | $13,881-95.5% | $4,645-86.6% |