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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,577 |
SECURITY NATIONAL BANK1+ years Filed as: SECURITY SERVICES NETWORK Service code 49 | Other Services | $17,300 |
CONTINENTAL BENEFITS GROUP, INC.1+ years Filed as: CONTINENTAL BENEFITS GROUP INC Service code 13 | Contract Administrator | $13,528 |
CONTINENTAL BENEFITS GROUP, INC.1+ years Service code 13 · EIN 01-0724493 | Contract Administrator | $13,380 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES SERVICE NETWORK, INC. Service code 49 · EIN 62-1152936 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,990 | $57,435-40.8% | $105,218-67.7% | $55,191-38.4% |
| Participation rate | 48.1% | 71.3%-23.2pp | 77.2%-29.1pp | 69.2%-21.1pp |
| Annual return | 17.84% | 2.97%+14.9pp | 5.33%+12.5pp | 10.78%+7.1pp |
| Employer contribution / active EE | $285 | $1,920-85.2% | $3,255-91.2% | $1,899-85.0% |
| Participant deferral / active EE | $1,326 | $3,495-62.1% | $4,867-72.8% | $3,046-56.5% |
| Admin fee / account holder | $171 | $70+143.7% | $6,992-97.5% | $91+88.8% |