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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,941 |
M HOLDINGS SECURITIES INC1+ years Service code 49 · EIN 91-1802259 | Other Services | $3,886 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,438 | $37,117-61.1% | $147,617-90.2% | $55,191-73.8% |
| Participation rate | 93.4% | 63.6%+29.8pp | 84.6%+8.8pp | 69.2%+24.3pp |
| Annual return | 0.64% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $667 | $1,620-58.9% | $5,564-88.0% | $1,899-64.9% |
| Participant deferral / active EE | $2,090 | $1,985+5.2% | $4,895-57.3% | $3,046-31.4% |
| Admin fee / account holder | $104 | $86+21.1% | $11,612-99.1% | $91+14.1% |