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| Provider | Service type | Compensation |
|---|---|---|
ASSURANCE DIMENSIONS1 year Service code 10 4920 W. CYPRESS ST SUITE 102 · TAMPA, FL 33607 | Accounting | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,505 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,366 | $89,652-89.6% | $141,191-93.4% | $65,185-85.6% |
| Participation rate | 91.2% | 74.7%+16.4pp | 82.5%+8.7pp | 70.2%+20.9pp |
| Annual return | 50.45% | 32.79%+17.7pp | 71.41%-21.0pp | 29.38%+21.1pp |
| Employer contribution / active EE | $1,283 | $3,065-58.1% | $4,736-72.9% | $2,177-41.0% |
| Participant deferral / active EE | $3,008 | $5,691-47.1% | $6,710-55.2% | $3,514-14.4% |
| Admin fee / account holder | $14 | $569-97.5% | $10,264-99.9% | $847-98.4% |