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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,361 |
LIEBMAN GOLDBERG HYMOW1+ years Service code 10 · EIN 11-3371120 | Accounting | $8,250 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES Service code 13 · EIN 16-1186135 | Contract Administrator | $5,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,021 | $30,555-34.5% | $80,741-75.2% | $86,813-76.9% |
| Participation rate | 14.2% | 37.2%-23.0pp | 54.2%-39.9pp | 72.3%-58.1pp |
| Annual return | 2.29% | 30.35%-28.1pp | 87.30%-85.0pp | 97.93%-95.6pp |
| Employer contribution / active EE | $180 | $472-62.0% | $1,160-84.5% | $2,406-92.5% |
| Participant deferral / active EE | $391 | $1,050-62.7% | $2,145-81.8% | $4,131-90.5% |
| Admin fee / account holder | $158 | $135+16.5% | $3,380-95.3% | $170-6.9% |