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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,268 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,394 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,432 | $70,917-27.5% | $98,920-48.0% | $73,493-30.0% |
| Participation rate | 71.8% | 73.8%-2.0pp | 76.0%-4.2pp | 70.7%+1.1pp |
| Annual return | 14.43% | 34.18%-19.8pp | 196.47%-182.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,767 | $2,037-13.2% | $2,689-34.3% | $2,270-22.1% |
| Participant deferral / active EE | $3,359 | $3,501-4.1% | $4,245-20.9% | $3,740-10.2% |
| Admin fee / account holder | $167 | $535-68.7% | $6,643-97.5% | $513-67.4% |