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| Provider | Service type | Compensation |
|---|---|---|
RELATION INSURANCE SERVICES7 years Service code 15 · EIN 24-4823657 2300 CONTRA COSTA BLVD. #525 · PLEASANT HILL, CA 94523 | Recordkeeping | $32,545 |
Service code 15 · EIN 13-3689044 1801 CALIFORNIA STREET · DENVER, CO 80202 | Recordkeeping | $21,679 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 41-0127290 | Contract Administrator | $8,041 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $6,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,122 | $29,546-25.1% | $56,441-60.8% | $77,671-71.5% |
| Participation rate | 13.5% | 32.7%-19.2pp | 52.5%-39.0pp | 70.6%-57.1pp |
| Annual return | 10.72% | 19.01%-8.3pp | 1704.21%-1693.5pp | 31.21%-20.5pp |
| Employer contribution / active EE | $92 | $568-83.7% | $1,039-91.1% | $2,726-96.6% |
| Participant deferral / active EE | $581 | $1,061-45.3% | $1,953-70.3% | $4,648-87.5% |
| Admin fee / account holder | $269 | $1,046-74.3% | $2,829-90.5% | $430-37.5% |