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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,831 |
SIGMA FINANCIAL CORPORATION4 years Service code 49 · EIN 38-2472555 | Other Services | $8,462 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,856 | $51,197-45.6% | $82,719-66.3% | $66,914-58.4% |
| Participation rate | 51.6% | 67.8%-16.3pp | 72.6%-21.0pp | 69.8%-18.2pp |
| Annual return | -15.83% | -9.64%-6.2pp | 701.18%-717.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $527 | $2,611-79.8% | $3,009-82.5% | $2,544-79.3% |
| Participant deferral / active EE | $2,238 | $3,458-35.3% | $4,395-49.1% | $4,237-47.2% |
| Admin fee / account holder | $94 | $416-77.3% | $5,329-98.2% | $593-84.1% |