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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,637 |
WILLIAM BLAIR2 years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $7,031 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $1,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $44,433 | $55,002-19.2% | $59,887-25.8% | $56,287-21.1% |
| Participation rate | 47.9% | 75.9%-28.0pp | 74.7%-26.8pp | 69.9%-21.9pp |
| Annual return | 6.71% | 1.13%+5.6pp | 3.46%+3.2pp | -9.96%+16.7pp |
| Employer contribution / active EE | $24 | $2,448-99.0% | $2,722-99.1% | $2,111-98.9% |
| Participant deferral / active EE | $1,825 | $3,121-41.5% | $3,402-46.3% | $3,350-45.5% |
| Admin fee / account holder | $184 | $236-22.1% | $3,591-94.9% | $521-64.8% |