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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $6,670 |
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $4,200 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,335 | $54,573-44.4% | $90,970-66.7% | $73,497-58.7% |
| Participation rate | 66.1% | 61.2%+4.9pp | 69.0%-2.9pp | 70.7%-4.6pp |
| Annual return | 14.10% | 16.69%-2.6pp | 134.60%-120.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $840 | $991-15.3% | $2,122-60.4% | $2,270-63.0% |
| Participant deferral / active EE | $2,923 | $2,517+16.1% | $3,373-13.3% | $3,740-21.8% |
| Admin fee / account holder | $50 | $521-90.4% | $5,961-99.2% | $513-90.3% |