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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,188 |
TRUENORTH COMPANIES L C3+ years Service code 49 · EIN 42-1513015 | Other Services | $7,663 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $33,657 | $55,453-39.3% | $170,435-80.3% | $62,293-46.0% |
| Participation rate | 56.2% | 66.4%-10.1pp | 83.6%-27.4pp | 69.5%-13.3pp |
| Annual return | 16.63% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $963 | $2,164-55.5% | $5,432-82.3% | $2,042-52.8% |
| Participant deferral / active EE | $1,348 | $2,303-41.5% | $4,939-72.7% | $3,169-57.5% |
| Admin fee / account holder | $107 | $455-76.5% | $13,881-99.2% | $479-77.7% |