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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,014 |
Filed as: ONE AMERICA SECURITIES INC Service code 49 · EIN 35-1159900 | Other Services | $5,135 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,337 | $46,072-49.3% | $69,779-66.6% | $55,167-57.7% |
| Participation rate | 47.5% | 67.5%-20.0pp | 71.8%-24.3pp | 69.0%-21.5pp |
| Annual return | 6.10% | 8.68%-2.6pp | 12.99%-6.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,042 | $2,344-55.6% | $2,931-64.5% | $3,054-65.9% |
| Admin fee / account holder | $135 | $428-68.5% | $4,381-96.9% | $504-73.3% |