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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 | $84,045+54.9% | $77,361+68.2% | $69,255+87.9% |
| Participation rate | 46.0% | 71.8%-25.8pp | 75.0%-29.0pp | 69.0%-23.1pp |
| Annual return | 14.29% | 12.46%+1.8pp | 1011.54%-997.2pp | 26.73%-12.4pp |
| Employer contribution / active EE | $1,793 | $2,954-39.3% | $2,990-40.0% | $2,645-32.2% |
| Participant deferral / active EE | $3,149 | $3,349-6.0% | $3,911-19.5% | $2,890+8.9% |
| Admin fee / account holder | $313 | $239+31.1% | $5,894-94.7% | $733-57.2% |