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 | $43,749-67.6% | $158,223-91.1% | $65,306-78.3% |
| Participation rate | 75.8% | 56.9%+18.9pp | 79.2%-3.4pp | 57.7%+18.1pp |
| Annual return | 7.89% | 19.41%-11.5pp | 52.09%-44.2pp | 21.94%-14.1pp |
| Employer contribution / active EE | $1,739 | $1,497+16.1% | $4,109-57.7% | $1,967-11.6% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $96 | $1,930-95.0% | $16,047-99.4% | $3,480-97.2% |