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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,194 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,566 | $29,369-30.0% | $77,513-73.5% | $73,412-72.0% |
| Participation rate | 20.4% | 37.9%-17.6pp | 54.2%-33.8pp | 72.2%-51.8pp |
| Annual return | 11.57% | 358.15%-346.6pp | 54.81%-43.2pp | 59.30%-47.7pp |
| Employer contribution / active EE | $73 | $406-82.1% | $987-92.6% | $2,234-96.8% |
| Participant deferral / active EE | $242 | $941-74.3% | $1,861-87.0% | $3,806-93.7% |
| Admin fee / account holder | $134 | $123+9.4% | $2,859-95.3% | $158-15.0% |