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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN CAPITAL MANAGEMENT2+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $13,671 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,436 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,478 | $55,453-43.2% | $170,442-81.5% | $62,292-49.5% |
| Participation rate | 73.1% | 66.4%+6.8pp | 83.6%-10.4pp | 69.5%+3.6pp |
| Annual return | 10.56% | 21.38%-10.8pp | 205.93%-195.4pp | 28.90%-18.3pp |
| Employer contribution / active EE | $1,660 | $2,164-23.3% | $5,433-69.4% | $2,042-18.7% |
| Participant deferral / active EE | $2,850 | $2,303+23.7% | $4,939-42.3% | $3,169-10.1% |
| Admin fee / account holder | $181 | $455-60.2% | $13,880-98.7% | $479-62.2% |