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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,506 |
LAWING FINANCIAL2+ years Filed as: LAWING FINANCIAL ASSOCIATES INC Service code 27 · EIN 48-1188446 | Advisory (Plan) | $17,930 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,919 | $43,423-67.9% | $78,676-82.3% | $55,167-74.8% |
| Participation rate | 94.6% | 68.0%+26.5pp | 73.6%+21.0pp | 69.0%+25.6pp |
| Annual return | 7.74% | 11.53%-3.8pp | 62.19%-54.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $663 | $1,997-66.8% | $2,850-76.8% | $1,963-66.2% |
| Participant deferral / active EE | $1,729 | $2,509-31.1% | $3,517-50.8% | $3,054-43.4% |
| Admin fee / account holder | $239 | $416-42.5% | $4,510-94.7% | $504-52.5% |