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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,989 |
THE WEISS GROUP, INC.4 years Filed as: WEISS, ROGER A. Service code 49 2852 W 160TH TER · STILWELL, KS 66085 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $27,945 | $66,124-57.7% | $90,404-69.1% | $73,488-62.0% |
| Participation rate | 69.9% | 69.7%+0.2pp | 72.7%-2.8pp | 70.7%-0.8pp |
| Annual return | 5.41% | 17.65%-12.2pp | 1293.02%-1287.6pp | 28.51%-23.1pp |
| Employer contribution / active EE | $611 | $2,346-74.0% | $3,262-81.3% | $2,270-73.1% |
| Participant deferral / active EE | $1,005 | $3,039-66.9% | $3,963-74.6% | $3,740-73.1% |
| Admin fee / account holder | $53 | $396-86.7% | $5,611-99.1% | $513-89.8% |