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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,750 |
RAMAEKERS, MATT J.1+ years Service code 49 223 W 5TH ST · CARROLL, IA 514010113 | Other Services | $0 |
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).
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 | $26,997 | $44,425-39.2% | $67,834-60.2% | $55,167-51.1% |
| Participation rate | 47.5% | 59.7%-12.2pp | 68.8%-21.3pp | 69.0%-21.5pp |
| Annual return | 8.97% | 17.80%-8.8pp | 138.47%-129.5pp | 169.23%-160.3pp |
| Employer contribution / active EE | $711 | $1,351-47.4% | $2,403-70.4% | $1,963-63.8% |
| Participant deferral / active EE | $1,134 | $2,166-47.6% | $3,160-64.1% | $3,054-62.9% |
| Admin fee / account holder | $133 | $530-75.0% | $4,622-97.1% | $504-73.7% |