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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,414 |
BOKF, NA3 years Filed as: BOK FINANCIAL SECURITIES INC Service code 49 · EIN 73-1275307 | Other Services | $6,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,649 | $47,766-2.3% | $82,706-43.6% | $64,814-28.0% |
| Participation rate | 26.0% | 67.7%-41.7pp | 72.6%-46.5pp | 71.5%-45.4pp |
| Annual return | -15.71% | -13.06%-2.6pp | 701.76%-717.5pp | 32.84%-48.5pp |
| Employer contribution / active EE | $526 | $2,182-75.9% | $3,007-82.5% | $2,507-79.0% |
| Participant deferral / active EE | $963 | $3,332-71.1% | $4,394-78.1% | $4,310-77.7% |
| Admin fee / account holder | $228 | $143+59.3% | $5,329-95.7% | $188+21.3% |