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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,037 |
Filed as: ONE AMERICA SECURITIES, INC. Service code 49 · EIN 35-1159900 | Other Services | $44,577 |
LATITUDE SERVICE COMPANY INC7 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $20,720 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,270 | $84,685+6.6% | $142,942-36.8% | $67,986+32.8% |
| Participation rate | 65.9% | 61.4%+4.5pp | 76.8%-11.0pp | 57.2%+8.6pp |
| Annual return | 22.95% | 35.89%-12.9pp | 113.70%-90.7pp | 31.67%-8.7pp |
| Employer contribution / active EE | $3,678 | $2,263+62.5% | $4,139-11.1% | $2,019+82.2% |
| Participant deferral / active EE | $7,867 | $3,832+105.3% | $7,128+10.4% | $3,358+134.3% |
| Admin fee / account holder | $515 | $3,229-84.1% | $12,475-95.9% | $3,203-83.9% |