Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,747 |
RISK PARADIGM GROUP, LLC5 years Service code 27 · EIN 45-2703234 | Advisory (Plan) | $16,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,158 | $43,496-67.4% | $161,489-91.2% | $64,340-78.0% |
| Participation rate | 75.8% | 53.5%+22.3pp | 78.7%-2.9pp | 55.2%+20.5pp |
| Annual return | 7.89% | 20.76%-12.9pp | 89.72%-81.8pp | 24.14%-16.3pp |
| Employer contribution / active EE | $1,739 | $1,431+21.5% | $4,268-59.3% | $1,862-6.6% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $96 | $2,330-95.9% | $16,006-99.4% | $3,703-97.4% |