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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,120 |
IMA WEALTH INC4 years Service code 49 · EIN 48-1233289 | Other Services | $20,873 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,283 | $52,293-34.4% | $178,503-80.8% | $73,412-53.3% |
| Participation rate | 53.6% | 65.3%-11.8pp | 81.9%-28.4pp | 72.2%-18.6pp |
| Annual return | 16.46% | 34.75%-18.3pp | 151.12%-134.7pp | 59.30%-42.8pp |
| Employer contribution / active EE | $611 | $1,736-64.8% | $5,011-87.8% | $2,234-72.7% |
| Participant deferral / active EE | $2,106 | $2,333-9.7% | $5,202-59.5% | $3,806-44.7% |
| Admin fee / account holder | $224 | $127+76.2% | $13,987-98.4% | $158+42.1% |