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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,264 |
HORNOR TOWNSEND & KENT INC3+ years Service code 49 · EIN 23-1706189 | Other Services | $2,388 |
Participant 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).
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 | $43,723 | $85,298-48.7% | $90,161-51.5% | - |
| Participation rate | 72.7% | 70.9%+1.8pp | 76.9%-4.1pp | - |
| Annual return | 24.92% | 7.88%+17.0pp | 34.89%-10.0pp | - |
| Employer contribution / active EE | $1,843 | $1,460+26.2% | $3,318-44.5% | - |
| Participant deferral / active EE | $2,531 | $4,522-44.0% | $5,287-52.1% | - |
| Admin fee / account holder | $37 | $1,320-97.2% | $5,943-99.4% | - |