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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,500 |
LAWING FINANCIAL3+ years Filed as: LAWING FINANCIAL ASSOCIATES INC Service code 27 · EIN 48-1188446 | Advisory (Plan) | $17,452 |
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 | $17,387 | $50,637-65.7% | $86,582-79.9% | $62,293-72.1% |
| Participation rate | 83.0% | 67.9%+15.1pp | 73.5%+9.5pp | 69.5%+13.5pp |
| Annual return | 15.02% | 20.80%-5.8pp | 965.08%-950.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $666 | $2,075-67.9% | $2,839-76.5% | $2,042-67.4% |
| Participant deferral / active EE | $1,802 | $2,611-31.0% | $3,609-50.1% | $3,169-43.1% |
| Admin fee / account holder | $261 | $413-36.8% | $4,904-94.7% | $479-45.5% |