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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,524 |
Filed as: FIDUCIARY OUTSOURCING Service code 13 · EIN 47-2079321 | Contract Administrator | $8,620 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,627 | $52,293-79.7% | $178,498-94.0% | $73,412-85.5% |
| Participation rate | 95.3% | 65.3%+29.9pp | 81.9%+13.3pp | 72.2%+23.1pp |
| Annual return | 13.51% | 34.75%-21.2pp | 151.09%-137.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $608 | $1,735-64.9% | $5,011-87.9% | $2,234-72.8% |
| Participant deferral / active EE | $1,372 | $2,332-41.2% | $5,202-73.6% | $3,806-63.9% |
| Admin fee / account holder | $192 | $127+50.5% | $13,985-98.6% | $158+21.4% |