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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,875 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,153 | $55,453-43.8% | $170,435-81.7% | $62,293-50.0% |
| Participation rate | 70.7% | 66.4%+4.4pp | 83.6%-12.9pp | 69.5%+1.2pp |
| Annual return | 15.27% | 21.38%-6.1pp | 205.94%-190.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $262 | $2,164-87.9% | $5,432-95.2% | $2,042-87.2% |
| Participant deferral / active EE | $771 | $2,303-66.5% | $4,939-84.4% | $3,169-75.7% |
| Admin fee / account holder | $19 | $455-95.8% | $13,881-99.9% | $479-96.0% |