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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,483 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $16,679 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $7,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,229 | $55,415-7.6% | $155,509-67.1% | $74,495-31.2% |
| Participation rate | 54.2% | 61.9%-7.7pp | 78.2%-24.0pp | 67.2%-13.0pp |
| Annual return | 11.76% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $288 | $2,267-87.3% | $4,672-93.8% | $2,623-89.0% |
| Participant deferral / active EE | $2,087 | $2,836-26.4% | $5,626-62.9% | $4,346-52.0% |
| Admin fee / account holder | $333 | $1,738-80.9% | $15,912-97.9% | $1,942-82.9% |