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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 38-3023534 | Other Services | $7,749 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,246 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $32,926 | $46,732-29.5% | $156,551-79.0% | $55,167-40.3% |
| Participation rate | 77.8% | 65.8%+12.0pp | 84.0%-6.2pp | 69.0%+8.8pp |
| Annual return | 6.36% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,753 | $2,105-16.7% | $5,501-68.1% | $1,963-10.7% |
| Participant deferral / active EE | $1,665 | $2,204-24.4% | $4,871-65.8% | $3,054-45.5% |
| Admin fee / account holder | $52 | $418-87.5% | $13,028-99.6% | $504-89.6% |