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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 NOT REQUIRED · NOT REQUIRED, NY 50306 | Contract Administrator | $127,722 |
Service code 27 · EIN 82-1646066 NOT REQUIRED · NOT REQUIRED, CT 06484 | Advisory (Plan) | $50,000 |
MAGII PENSION SERVICES LLC4+ years Service code 13 · EIN 26-2480211 NOT REQUIRED · NOT REQUIRED, NY 11791 | Contract Administrator | $28,043 |
WALSH AND DICKINSON1 year Filed as: WALSH & DICKINSON Service code 49 · EIN 82-3222207 NOT REQUIRED · NOT REQUIRED, CT 06484 | Other Services | $9,500 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,739 | $59,186+66.8% | $76,768+28.6% | $56,287+75.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.52% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,905 | $1,759+65.2% | $2,485+16.9% | $2,111+37.6% |
| Participant deferral / active EE | $3,489 | $3,255+7.2% | $3,852-9.4% | $3,350+4.1% |
| Admin fee / account holder | $568 | $489+16.1% | $6,675-91.5% | $521+9.0% |