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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,598 |
FIDUCIARY CONSULTING GROUP1+ years Filed as: FIDUCIARY CONSULTING GRP Service code 21 · EIN 20-2807852 | Bank Trustee | $20,450 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $13,450 |
AUSDAL FINANCIAL PARTNERS INC1+ years Service code 49 · EIN 42-1129623 | Other Services | $7,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,104 | $50,106-45.9% | $69,779-61.2% | $57,658-53.0% |
| Participation rate | 42.2% | 70.9%-28.6pp | 71.8%-29.6pp | 70.2%-28.0pp |
| Annual return | 6.90% | 14.58%-7.7pp | 12.99%-6.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $807 | $1,739-53.6% | $2,338-65.5% | $1,974-59.1% |
| Participant deferral / active EE | $1,143 | $2,486-54.0% | $2,931-61.0% | $3,061-62.7% |
| Admin fee / account holder | $394 | $89+341.7% | $4,381-91.0% | $95+316.8% |