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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,021 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,700 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $93,376 | $65,376+42.8% | $87,102+7.2% | $65,185+43.2% |
| Participation rate | 21.5% | 75.3%-53.9pp | 76.9%-55.4pp | 70.2%-48.7pp |
| Annual return | 25.47% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $801 | $1,822-56.1% | $2,521-68.2% | $2,177-63.2% |
| Participant deferral / active EE | $1,594 | $3,388-53.0% | $4,048-60.6% | $3,514-54.7% |
| Admin fee / account holder | $188 | $520-63.8% | $7,491-97.5% | $847-77.8% |