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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,770 |
THE WEISS GROUP, INC.2 years Filed as: WEISS, ROGER A. Service code 49 2852 W 160TH TER · STILWELL, KS 660859159 | Other Services | $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 | $25,619 | $44,873-42.9% | $79,466-67.8% | $56,287-54.5% |
| Participation rate | 67.9% | 68.7%-0.9pp | 73.3%-5.5pp | 69.9%-2.0pp |
| Annual return | 7.91% | 0.81%+7.1pp | 718.28%-710.4pp | -9.96%+17.9pp |
| Employer contribution / active EE | $560 | $2,140-73.8% | $2,800-80.0% | $2,111-73.5% |
| Participant deferral / active EE | $753 | $2,746-72.6% | $3,704-79.7% | $3,350-77.5% |
| Admin fee / account holder | $45 | $418-89.1% | $5,104-99.1% | $521-91.3% |