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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,211 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $12,141 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,597 | $100,801-93.5% | $149,745-95.6% | $73,412-91.0% |
| Participation rate | 89.8% | 77.7%+12.1pp | 82.5%+7.3pp | 72.2%+17.6pp |
| Annual return | 34.76% | 265.34%-230.6pp | 276.72%-242.0pp | 59.30%-24.5pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,359 | $6,404-47.6% | $6,843-50.9% | $3,806-11.7% |
| Admin fee / account holder | $144 | $181-20.6% | $9,312-98.5% | $158-9.0% |