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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN CAPITAL MANAGEMENT5+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $22,372 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,542 |
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 | $38,615 | $58,888-34.4% | $178,499-78.4% | $73,493-47.5% |
| Participation rate | 66.5% | 66.2%+0.2pp | 81.9%-15.5pp | 70.7%-4.2pp |
| Annual return | 11.48% | 24.86%-13.4pp | 151.10%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,648 | $2,236-26.3% | $5,011-67.1% | $2,270-27.4% |
| Participant deferral / active EE | $2,837 | $2,568+10.5% | $5,202-45.5% | $3,740-24.1% |
| Admin fee / account holder | $194 | $400-51.6% | $13,986-98.6% | $513-62.3% |