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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,323 |
FRIEDEN, JACK L.1+ years Service code 49 · EIN 22-7683673 | Other Services | $7,503 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,396 | $33,745-27.7% | $64,105-61.9% | $55,191-55.8% |
| Participation rate | 68.7% | 59.4%+9.4pp | 68.2%+0.6pp | 69.2%-0.4pp |
| Annual return | 35.32% | 4.95%+30.4pp | 791.24%-755.9pp | 10.78%+24.5pp |
| Employer contribution / active EE | $245 | $641-61.8% | $1,820-86.6% | $1,899-87.1% |
| Participant deferral / active EE | $1,571 | $1,929-18.6% | $2,822-44.3% | $3,046-48.4% |
| Admin fee / account holder | $86 | $94-8.6% | $4,499-98.1% | $91-5.1% |