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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC6 years Service code 27 | Advisory (Plan) | $18,327 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $717 |
401(K) ADVISORS INC7 years Filed as: 401(K) ADVISORS INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
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.
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 | $41,050 | $45,602-10.0% | $117,529-65.1% | $66,949-38.7% |
| Participation rate | 44.5% | 57.6%-13.1pp | 70.6%-26.1pp | 69.8%-25.3pp |
| Annual return | -16.17% | -16.74%+0.6pp | 29.77%-45.9pp | 1.57%-17.7pp |
| Employer contribution / active EE | $307 | $1,579-80.6% | $4,179-92.7% | $2,545-87.9% |
| Participant deferral / active EE | $2,321 | $2,845-18.4% | $4,072-43.0% | $4,239-45.3% |
| Admin fee / account holder | $8 | $661-98.8% | $5,645-99.9% | $594-98.6% |