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| Provider | Service type | Compensation |
|---|---|---|
BOURGEOIS BENNETT LLC1+ years Service code 10 · EIN 72-0136870 | Accounting | $9,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | 0.24% | -1.13%+1.4pp | -0.81%+1.0pp | 2.81%-2.6pp |
| Employer contribution / active EE | $25,984 | $14,981+73.4% | $38,425-32.4% | $16,358+58.8% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |