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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,952 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $16,537 |
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 | $21,813 | $37,196-41.4% | $154,108-85.8% | $55,725-60.9% |
| Participation rate | 66.2% | 64.1%+2.1pp | 83.0%-16.9pp | 70.9%-4.7pp |
| Annual return | -2.49% | 1319.68%-1322.2pp | 735.21%-737.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $697 | $1,614-56.8% | $5,298-86.8% | $2,078-66.5% |
| Participant deferral / active EE | $2,239 | $2,068+8.3% | $5,081-55.9% | $3,356-33.3% |
| Admin fee / account holder | $100 | $102-1.4% | $13,411-99.3% | $115-13.1% |