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| Provider | Service type | Compensation |
|---|---|---|
THE MANDMARBLESTONE GROUP LLC3+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $13,633 |
Service code 49 · EIN 38-3023534 | Other Services | $7,427 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,103 |
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 | $32,556 | $55,453-41.3% | $170,435-80.9% | $62,293-47.7% |
| Participation rate | 90.1% | 66.4%+23.7pp | 83.6%+6.5pp | 69.5%+20.6pp |
| Annual return | 17.44% | 21.38%-3.9pp | 205.94%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,823 | $2,164-15.7% | $5,432-66.4% | $2,042-10.7% |
| Participant deferral / active EE | $1,607 | $2,303-30.2% | $4,939-67.5% | $3,169-49.3% |
| Admin fee / account holder | $115 | $455-74.8% | $13,881-99.2% | $479-76.1% |