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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 49 · EIN 48-1233289 | Other Services | $11,959 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,409 | $36,916-33.9% | $156,551-84.4% | $57,658-57.7% |
| Participation rate | 39.5% | 63.4%-23.9pp | 84.0%-44.5pp | 70.2%-30.7pp |
| Annual return | 10.34% | 12.38%-2.0pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $527 | $1,571-66.4% | $5,501-90.4% | $1,974-73.3% |
| Participant deferral / active EE | $1,629 | $1,926-15.4% | $4,871-66.6% | $3,061-46.8% |
| Admin fee / account holder | $50 | $82-38.9% | $13,028-99.6% | $95-46.7% |