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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,281 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $16,401 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,804 | $55,470-31.8% | $155,556-75.7% | $74,478-49.2% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 16.14% | 269.80%-253.7pp | 64.84%-48.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $808 | $2,267-64.4% | $4,675-82.7% | $2,626-69.2% |
| Participant deferral / active EE | $4,915 | $2,838+73.2% | $5,631-12.7% | $4,350+13.0% |
| Admin fee / account holder | $233 | $1,744-86.6% | $15,885-98.5% | $1,946-88.0% |