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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $7,599 |
Filed as: PRINCIPAL LIFE INSUTRANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,703 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,380 | $58,888-70.5% | $178,498-90.3% | $73,493-76.4% |
| Participation rate | 92.4% | 66.2%+26.1pp | 81.9%+10.4pp | 70.7%+21.7pp |
| Annual return | 12.02% | 24.86%-12.8pp | 151.09%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $595 | $2,236-73.4% | $5,011-88.1% | $2,270-73.8% |
| Participant deferral / active EE | $2,231 | $2,568-13.1% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $15 | $400-96.4% | $13,985-99.9% | $513-97.2% |