Filed March 3, 2025 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BUILDERS1 year Service code 27 · EIN 20-2807852 | Advisory (Plan) | $45,886 |
Service code 49 · EIN 52-2114207 | Other Services | $28,890 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,265 |
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).
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 | $85,938 | $39,859+115.6% | $78,676+9.2% | $57,658+49.0% |
| Participation rate | 80.2% | 66.1%+14.1pp | 73.6%+6.6pp | 70.2%+10.0pp |
| Annual return | 1.87% | 18.96%-17.1pp | 62.19%-60.3pp | 5.13%-3.3pp |
| Employer contribution / active EE | $3,588 | $1,786+100.9% | $2,850+25.9% | $1,974+81.8% |
| Participant deferral / active EE | $4,511 | $2,248+100.6% | $3,517+28.3% | $3,061+47.4% |
| Admin fee / account holder | $119 | $76+55.8% | $4,510-97.4% | $95+25.6% |