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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,732 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,244 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,031 | $44,873-53.1% | $79,476-73.5% | $56,287-62.6% |
| Participation rate | 82.5% | 68.7%+13.8pp | 73.3%+9.2pp | 69.9%+12.6pp |
| Annual return | -0.19% | 0.81%-1.0pp | 718.21%-718.4pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,549 | $2,140-27.6% | $2,800-44.7% | $2,111-26.6% |
| Participant deferral / active EE | $2,246 | $2,746-18.2% | $3,704-39.4% | $3,350-33.0% |
| Admin fee / account holder | $140 | $418-66.4% | $5,113-97.3% | $521-73.0% |