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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,407 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $5,456 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC. Service code 49 · EIN 06-1493970 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,113 | $36,767-4.5% | $81,478-56.9% | $62,293-43.6% |
| Participation rate | 67.0% | 54.4%+12.6pp | 68.0%-1.0pp | 69.5%-2.5pp |
| Annual return | 10.83% | 173.80%-163.0pp | 38.78%-28.0pp | 28.90%-18.1pp |
| Employer contribution / active EE | $939 | $1,128-16.8% | $2,568-63.4% | $2,042-54.0% |
| Participant deferral / active EE | $2,118 | $2,111+0.4% | $3,537-40.1% | $3,169-33.2% |
| Admin fee / account holder | $108 | $797-86.4% | $4,561-97.6% | $479-77.4% |