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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,795 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $10,045 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,347 | $23,119-50.9% | $71,089-84.0% | $75,289-84.9% |
| Participation rate | 21.0% | 36.3%-15.4pp | 54.6%-33.7pp | 72.4%-51.4pp |
| Annual return | -6.35% | -3.32%-3.0pp | 650.65%-657.0pp | -0.04%-6.3pp |
| Employer contribution / active EE | $191 | $399-52.1% | $1,088-82.4% | $2,405-92.1% |
| Participant deferral / active EE | $418 | $960-56.5% | $1,873-77.7% | $3,739-88.8% |
| Admin fee / account holder | $127 | $89+41.6% | $3,082-95.9% | $102+23.9% |