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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,690 |
Service code 49 · EIN 74-2794194 | Other Services | $12,578 |
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 | $21,341 | $38,969-45.2% | $109,313-80.5% | $55,167-61.3% |
| Participation rate | 84.2% | 58.2%+26.0pp | 71.3%+13.0pp | 69.0%+15.3pp |
| Annual return | 5.73% | 8.26%-2.5pp | 22.07%-16.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,454 | $1,227+18.6% | $3,892-62.6% | $1,963-25.9% |
| Participant deferral / active EE | $1,638 | $2,176-24.7% | $3,166-48.3% | $3,054-46.4% |
| Admin fee / account holder | $80 | $501-84.1% | $5,666-98.6% | $504-84.2% |