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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,375 |
BSP CONSULTING1 year Filed as: BSP CONSULTING PLLC Service code 49 · EIN 26-1145434 3937 TAMPA RD, SUITE 4 · OLDSMAR, FL 33467 | Other Services | $0 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 17852 N US HWY 41 · LUTZ, FL 335494502 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,500 | $71,666-30.9% | $117,854-58.0% | $69,631-28.9% |
| Participation rate | 51.1% | 77.5%-26.4pp | 79.7%-28.6pp | 70.7%-19.6pp |
| Annual return | 20.66% | 18.86%+1.8pp | 335.08%-314.4pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,281 | $1,889-32.2% | $3,786-66.2% | $2,032-36.9% |
| Participant deferral / active EE | $2,381 | $3,340-28.7% | $4,482-46.9% | $3,224-26.1% |
| Admin fee / account holder | $273 | $120+127.0% | $8,020-96.6% | $110+147.3% |