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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,291 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $27,884 |
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 | $30,712 | $61,356-49.9% | $149,696-79.5% | $71,511-57.1% |
| Participation rate | 95.5% | 62.5%+33.0pp | 78.8%+16.8pp | 67.9%+27.6pp |
| Annual return | 21.32% | 35.86%-14.5pp | 134.46%-113.1pp | 28.86%-7.5pp |
| Employer contribution / active EE | $801 | $2,382-66.4% | $4,821-83.4% | $2,589-69.1% |
| Participant deferral / active EE | $4,673 | $2,920+60.1% | $5,682-17.7% | $4,291+8.9% |
| Admin fee / account holder | $179 | $1,263-85.8% | $13,212-98.6% | $1,588-88.7% |