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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,472 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,767 |
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 | $25,377 | $61,166-58.5% | $185,837-86.3% | $79,393-68.0% |
| Participation rate | 90.6% | 66.6%+24.0pp | 81.7%+8.9pp | 70.7%+19.9pp |
| Annual return | 14.52% | 19.45%-4.9pp | 122.08%-107.6pp | 116.87%-102.3pp |
| Employer contribution / active EE | $698 | $2,321-69.9% | $5,168-86.5% | $2,428-71.2% |
| Participant deferral / active EE | $4,250 | $2,789+52.4% | $5,568-23.7% | $4,046+5.0% |
| Admin fee / account holder | $164 | $710-76.9% | $16,241-99.0% | $627-73.9% |