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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPA LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $123,435 |
Filed as: COMMONWEALTH FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $67,921 |
LOREN D. STARK COMPANY5 years Service code 49 · EIN 74-0537058 10101 SOUTHWEST FREEWAY · HOUSTON, TN 77074 | Other Services | $67,921 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,151 | $86,795+50.0% | $67,681+92.3% | $64,728+101.1% |
| Participation rate | 46.0% | 71.7%-25.7pp | 73.7%-27.8pp | 57.9%-11.9pp |
| Annual return | 14.29% | 12.58%+1.7pp | 590.58%-576.3pp | 49.38%-35.1pp |
| Employer contribution / active EE | $1,793 | $2,837-36.8% | $2,678-33.0% | $2,243-20.0% |
| Participant deferral / active EE | $3,149 | $3,430-8.2% | $3,976-20.8% | $2,729+15.4% |
| Admin fee / account holder | $313 | $238+31.5% | $6,100-94.9% | $1,145-72.6% |