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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,607 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $2,621 |
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,636 | $47,977-69.5% | $154,108-90.5% | $56,289-74.0% |
| Participation rate | 84.3% | 66.2%+18.1pp | 83.0%+1.2pp | 69.9%+14.4pp |
| Annual return | 6.03% | 3.54%+2.5pp | 735.21%-729.2pp | -9.96%+16.0pp |
| Employer contribution / active EE | $2,120 | $2,169-2.3% | $5,298-60.0% | $2,111+0.4% |
| Participant deferral / active EE | $333 | $2,392-86.1% | $5,081-93.4% | $3,350-90.1% |
| Admin fee / account holder | $33 | $438-92.6% | $13,411-99.8% | $521-93.7% |