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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,300 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,529 | $62,267+88.8% | $110,243+6.6% | $55,725+110.9% |
| Participation rate | 97.9% | 78.1%+19.8pp | 79.8%+18.1pp | 70.9%+27.1pp |
| Annual return | -2.59% | -1.07%-1.5pp | 314.76%-317.4pp | 244.93%-247.5pp |
| Employer contribution / active EE | $5,349 | $1,941+175.5% | $3,827+39.8% | $2,078+157.4% |
| Participant deferral / active EE | $5,691 | $3,516+61.9% | $4,672+21.8% | $3,356+69.6% |
| Admin fee / account holder | $361 | $121+198.9% | $8,548-95.8% | $115+213.8% |