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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $28,342 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $13,838 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 49 | Other Services | $9,297 |
SECURITIES AMERICA INC8 years Service code 49 · EIN 11-2551174 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,724 | $55,415-69.8% | $155,509-89.2% | $74,495-77.5% |
| Participation rate | 76.4% | 61.9%+14.5pp | 78.2%-1.8pp | 67.2%+9.2pp |
| Annual return | 8.90% | 268.50%-259.6pp | 64.67%-55.8pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $2,040 | $2,267-10.0% | $4,672-56.3% | $2,623-22.2% |
| Participant deferral / active EE | $659 | $2,836-76.8% | $5,626-88.3% | $4,346-84.8% |
| Admin fee / account holder | $233 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |