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| Provider | Service type | Compensation |
|---|---|---|
JAMES Q WHITEHEAD CPA1 year Filed as: JAMES Q WHITEHEAD CPA IN Service code 10 · EIN 20-2114822 | Accounting | $8,867 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,170 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $34,885 | $55,453-37.1% | $170,439-79.5% | $62,293-44.0% |
| Participation rate | 33.3% | 66.4%-33.0pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 15.67% | 21.38%-5.7pp | 205.94%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $395 | $2,164-81.8% | $5,433-92.7% | $2,042-80.7% |
| Participant deferral / active EE | $438 | $2,303-81.0% | $4,939-91.1% | $3,169-86.2% |
| Admin fee / account holder | $171 | $455-62.4% | $13,881-98.8% | $479-64.3% |