Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
DMC INSURANCE AGENCY3+ years Filed as: DMC INSURANCE AGENCY INC Service code 49 · EIN 91-2088079 | Other Services | $2,149 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,449 | $37,196-31.6% | $154,111-83.5% | $55,725-54.3% |
| Participation rate | 19.2% | 64.1%-44.8pp | 83.0%-63.8pp | 70.9%-51.6pp |
| Annual return | 9.03% | 1319.68%-1310.6pp | 735.18%-726.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,037 | $2,068-49.9% | $5,081-79.6% | $3,356-69.1% |
| Admin fee / account holder | $175 | $102+72.2% | $13,411-98.7% | $115+51.9% |