Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,334 |
M HOLDINGS SECURITIES INC2+ years Service code 49 · EIN 91-1802259 | Other Services | $5,214 |
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 | $15,094 | $36,916-59.1% | $156,551-90.4% | $57,658-73.8% |
| Participation rate | 94.0% | 63.4%+30.6pp | 84.0%+10.0pp | 70.2%+23.8pp |
| Annual return | 5.74% | 12.38%-6.6pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $553 | $1,571-64.8% | $5,501-90.0% | $1,974-72.0% |
| Participant deferral / active EE | $1,882 | $1,926-2.3% | $4,871-61.4% | $3,061-38.5% |
| Admin fee / account holder | $104 | $82+26.2% | $13,028-99.2% | $95+10.1% |