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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,713 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $10,598 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,134 |
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 | $21,144 | $37,117-43.0% | $147,617-85.7% | $55,191-61.7% |
| Participation rate | 90.8% | 63.6%+27.2pp | 84.6%+6.2pp | 69.2%+21.7pp |
| Annual return | 0.68% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,117 | $1,620-31.1% | $5,564-79.9% | $1,899-41.2% |
| Participant deferral / active EE | $1,955 | $1,985-1.5% | $4,895-60.1% | $3,046-35.8% |
| Admin fee / account holder | $90 | $86+5.3% | $11,612-99.2% | $91-0.8% |