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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $84,766 |
Service code 49 | Other Services | $27,469 |
Service code 10 · EIN 91-1125800 | Accounting | $13,091 |
INDEPENDENT RETIREMENT3 years Service code 13 · EIN 90-0451904 6500 S MACADAM AVENUE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $6,958 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 51-6041053 | Other Services | $0 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,653 | $102,422-33.9% | $147,117-54.0% | $80,959-16.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 14.58% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,352 | $3,717-9.8% | $4,932-32.0% | $2,757+21.6% |
| Participant deferral / active EE | $8,046 | $6,652+21.0% | $8,065-0.2% | $4,300+87.1% |
| Admin fee / account holder | $656 | $7,953-91.7% | $12,993-94.9% | $6,925-90.5% |