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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,403 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,813 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,024 | $64,954-55.3% | $115,752-74.9% | $62,293-53.4% |
| Participation rate | 59.1% | 73.0%-13.9pp | 77.8%-18.7pp | 69.5%-10.4pp |
| Annual return | 17.02% | 24.87%-7.8pp | 19.41%-2.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $904 | $2,344-61.4% | $3,492-74.1% | $2,042-55.8% |
| Participant deferral / active EE | $3,049 | $3,665-16.8% | $5,204-41.4% | $3,169-3.8% |
| Admin fee / account holder | $65 | $414-84.4% | $6,278-99.0% | $479-86.5% |