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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,304 |
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $8,630 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $19,269 | $53,412-63.9% | $68,509-71.9% | $52,331-63.2% |
| Participation rate | 99.0% | 71.7%+27.4pp | 74.7%+24.3pp | 68.1%+30.9pp |
| Annual return | -1.94% | 3.42%-5.4pp | 8.27%-10.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $715 | $1,607-55.5% | $2,278-68.6% | $1,882-62.0% |
| Participant deferral / active EE | $2,252 | $2,688-16.2% | $3,382-33.4% | $3,022-25.5% |
| Admin fee / account holder | $51 | $461-89.0% | $5,275-99.0% | $592-91.4% |