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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,197 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $78,133 | $62,928+24.2% | $172,752-54.8% | $67,579+15.6% |
| Participation rate | 8.4% | 64.5%-56.1pp | 82.6%-74.3pp | 71.3%-62.9pp |
| Annual return | 22.59% | 30.36%-7.8pp | 802.97%-780.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $272 | $1,636-83.4% | $5,144-94.7% | $2,148-87.3% |
| Participant deferral / active EE | $549 | $2,145-74.4% | $5,198-89.4% | $3,539-84.5% |
| Admin fee / account holder | $191 | $167+14.5% | $13,955-98.6% | $142+34.1% |