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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,920 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 | Advisory (Plan) | $47,834 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $8,748 |
Filed as: MML INVESTORS Service code 27 · EIN 04-2746212 | Advisory (Plan) | $0 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,512 | $108,719-37.9% | $101,326-33.4% | $85,563-21.1% |
| Participation rate | 65.7% | 80.9%-15.2pp | 81.5%-15.8pp | 66.0%-0.3pp |
| Annual return | 28.56% | 20.95%+7.6pp | 36.82%-8.3pp | 31.51%-3.0pp |
| Employer contribution / active EE | $2,320 | $3,114-25.5% | $3,665-36.7% | $2,654-12.6% |
| Participant deferral / active EE | $9,828 | $8,545+15.0% | $7,994+22.9% | $4,375+124.6% |
| Admin fee / account holder | $307 | $685-55.1% | $11,185-97.3% | $834-63.1% |