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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,014 |
BSP CONSULTING1+ years Service code 49 · EIN 26-1145434 | Other Services | $0 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL GOLDBERG Service code 49 17852 N US HWY 41 · LUTZ, FL 335494502 | Other Services | $0 |
MARK NARDELLA1+ years Filed as: MARK D. SCHEIDTER Service code 49 13059 W LINEBAUGH AVE · TAMPA, FL 336264473 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
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).
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 | $36,780 | $57,096-35.6% | $94,229-61.0% | $55,191-33.4% |
| Participation rate | 48.7% | 75.7%-27.0pp | 78.8%-30.1pp | 69.2%-20.5pp |
| Annual return | 0.46% | 159.65%-159.2pp | 10.68%-10.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,247 | $1,708-27.0% | $3,587-65.2% | $1,899-34.3% |
| Participant deferral / active EE | $2,278 | $3,165-28.0% | $4,320-47.3% | $3,046-25.2% |
| Admin fee / account holder | $9 | $89-89.4% | $6,269-99.8% | $91-89.6% |