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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,381 |
Filed as: DOUGLAS A. DIDOMINICA Service code 49 48 S. SERVICE RD, STE 402 · MELVILL, NY 117472335 | Other Services | $5,528 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH W. PRINCIPE Service code 49 48 S. SERVICE RD, STE 402 · MELVILL, NY 117472335 | Other Services | $5,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,298 | $37,213-61.6% | $156,551-90.9% | $63,975-77.7% |
| Participation rate | 15.4% | 65.0%-49.6pp | 84.0%-68.6pp | 71.1%-55.7pp |
| Annual return | 14.16% | 47.89%-33.7pp | 32.23%-18.1pp | 48.65%-34.5pp |
| Employer contribution / active EE | $45 | $1,357-96.7% | $5,501-99.2% | $2,182-97.9% |
| Participant deferral / active EE | $428 | $2,070-79.3% | $4,871-91.2% | $3,356-87.2% |
| Admin fee / account holder | $99 | $56+75.8% | $13,028-99.2% | $70+40.6% |