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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,434 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $12,289 |
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 | $25,833 | $58,895-56.1% | $178,503-85.5% | $73,497-64.9% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 17.43% | 24.86%-7.4pp | 151.12%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $693 | $2,236-69.0% | $5,011-86.2% | $2,270-69.5% |
| Participant deferral / active EE | $4,407 | $2,567+71.7% | $5,202-15.3% | $3,740+17.8% |
| Admin fee / account holder | $150 | $400-62.6% | $13,987-98.9% | $513-70.8% |