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| Provider | Service type | Compensation |
|---|---|---|
THE MANDMARBLESTONE GROUP LLC1+ years Service code 49 · EIN 20-4780677 | Other Services | $8,550 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,566 |
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 | $31,795 | $46,360-31.4% | $147,617-78.5% | $52,331-39.2% |
| Participation rate | 75.4% | 64.9%+10.4pp | 84.6%-9.2pp | 68.1%+7.3pp |
| Annual return | 26.81% | 1.62%+25.2pp | 61.98%-35.2pp | 4.54%+22.3pp |
| Employer contribution / active EE | $1,734 | $2,126-18.5% | $5,564-68.8% | $1,882-7.9% |
| Participant deferral / active EE | $1,840 | $2,258-18.5% | $4,895-62.4% | $3,022-39.1% |
| Admin fee / account holder | $108 | $766-85.9% | $11,612-99.1% | $592-81.8% |