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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,444 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,799 |
APRIO LLP1 year Filed as: APRIO, LLC Service code 10 · EIN 57-1157523 | Accounting | $13,646 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,947 | $101,499+3.4% | $147,005-28.6% | $74,546+40.8% |
| Participation rate | 55.9% | 75.5%-19.7pp | 82.2%-26.3pp | 67.2%-11.4pp |
| Annual return | 16.15% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $3,279 | $3,811-14.0% | $4,934-33.5% | $2,624+24.9% |
| Participant deferral / active EE | $6,787 | $7,304-7.1% | $8,070-15.9% | $4,347+56.1% |
| Admin fee / account holder | $468 | $1,748-73.2% | $13,006-96.4% | $1,944-75.9% |