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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,790 |
TMCE LLP1 year Filed as: TMCE LLP ACCOUNTANT Service code 10 · EIN 45-3564278 | Accounting | $7,509 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,942 | $58,512-59.1% | $84,015-71.5% | $72,985-67.2% |
| Participation rate | 83.6% | 61.2%+22.4pp | 69.0%+14.6pp | 69.5%+14.1pp |
| Annual return | 14.75% | 28.93%-14.2pp | 71.31%-56.6pp | 81.00%-66.3pp |
| Employer contribution / active EE | $410 | $1,163-64.7% | $1,983-79.3% | $2,440-83.2% |
| Participant deferral / active EE | $2,212 | $2,394-7.6% | $3,239-31.7% | $3,607-38.7% |
| Admin fee / account holder | $190 | $4,569-95.8% | $6,101-96.9% | $5,124-96.3% |