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| Provider | Service type | Compensation |
|---|---|---|
DICKEY & HUMBARD, LLC1 year Filed as: DICKEY & HUMBARD LLC Service code 10 · EIN 43-1688484 | Accounting | $16,145 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,437 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,538 | $43,133-52.4% | $89,435-77.0% | $73,497-72.1% |
| Participation rate | 19.4% | 55.0%-35.5pp | 68.0%-48.5pp | 70.7%-51.2pp |
| Annual return | 12.86% | 135.66%-122.8pp | 245.55%-232.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $424 | $1,438-70.5% | $2,587-83.6% | $2,270-81.3% |
| Participant deferral / active EE | $768 | $2,445-68.6% | $3,890-80.2% | $3,740-79.5% |
| Admin fee / account holder | $407 | $444-8.4% | $4,884-91.7% | $513-20.7% |