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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Service code 49 · EIN 48-1233289 | Other Services | $16,315 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,722 |
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 | $29,098 | $46,173-37.0% | $170,435-82.9% | $69,631-58.2% |
| Participation rate | 41.0% | 63.9%-22.9pp | 83.6%-42.6pp | 70.7%-29.7pp |
| Annual return | 19.54% | 21.62%-2.1pp | 205.94%-186.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $583 | $1,610-63.8% | $5,432-89.3% | $2,032-71.3% |
| Participant deferral / active EE | $1,771 | $2,080-14.9% | $4,939-64.1% | $3,224-45.1% |
| Admin fee / account holder | $53 | $116-54.0% | $13,881-99.6% | $110-51.7% |