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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $5,929 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,674 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,682 | $63,924-56.7% | $108,582-74.5% | $55,167-49.8% |
| Participation rate | 76.5% | 74.3%+2.1pp | 79.6%-3.1pp | 69.0%+7.5pp |
| Annual return | 8.13% | 15.31%-7.2pp | -51.70%+59.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $777 | $1,879-58.7% | $3,758-79.3% | $1,963-60.4% |
| Participant deferral / active EE | $1,508 | $3,067-50.8% | $4,311-65.0% | $3,054-50.6% |
| Admin fee / account holder | $26 | $618-95.7% | $7,645-99.7% | $504-94.7% |