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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,977 |
Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $8,295 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,417 | $58,895-80.6% | $178,503-93.6% | $73,497-84.5% |
| Participation rate | 54.9% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.8pp |
| Annual return | 5.48% | 24.86%-19.4pp | 151.12%-145.6pp | 28.51%-23.0pp |
| Employer contribution / active EE | $914 | $2,236-59.1% | $5,011-81.8% | $2,270-59.7% |
| Participant deferral / active EE | $825 | $2,567-67.9% | $5,202-84.2% | $3,740-78.0% |
| Admin fee / account holder | $87 | $400-78.3% | $13,987-99.4% | $513-83.1% |