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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIES WEALTH ADVISORS2 years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $45,343 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,736 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,247 | $87,132+1.3% | $105,624-16.5% | $80,959+9.0% |
| Participation rate | 81.3% | 70.4%+10.8pp | 75.3%+6.0pp | 67.7%+13.6pp |
| Annual return | -28.70% | 17.03%-45.7pp | 116.20%-144.9pp | 35.67%-64.4pp |
| Employer contribution / active EE | $1,579 | $2,397-34.1% | $3,168-50.2% | $2,757-42.7% |
| Participant deferral / active EE | $10,542 | $3,985+164.5% | $5,013+110.3% | $4,300+145.1% |
| Admin fee / account holder | $612 | $8,449-92.8% | $10,961-94.4% | $6,925-91.2% |