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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,106 |
Filed as: RAYMOND JAMES INSURANCE COMPANY Service code 49 | Other Services | $5,229 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,178 | $55,453-83.4% | $170,435-94.6% | $62,293-85.3% |
| Participation rate | 93.5% | 66.4%+27.2pp | 83.6%+10.0pp | 69.5%+24.0pp |
| Annual return | 14.16% | 21.38%-7.2pp | 205.94%-191.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $804 | $2,164-62.8% | $5,432-85.2% | $2,042-60.6% |
| Participant deferral / active EE | $429 | $2,303-81.4% | $4,939-91.3% | $3,169-86.5% |
| Admin fee / account holder | $74 | $455-83.8% | $13,881-99.5% | $479-84.6% |