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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,448 |
ANTHONY FELTRE1 year Service code 10 · EIN 99-4819773 | Accounting | $22,880 |
TBS AGENCY INC5 years Service code 49 · EIN 52-1473914 | Other Services | $16,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,762 | $106,264+0.5% | $147,117-27.4% | $77,762+37.3% |
| Participation rate | 44.6% | 78.4%-33.9pp | 82.2%-37.6pp | 70.6%-26.0pp |
| Annual return | 11.06% | 56.94%-45.9pp | 420.54%-409.5pp | 31.27%-20.2pp |
| Employer contribution / active EE | $1,385 | $4,074-66.0% | $4,932-71.9% | $2,728-49.2% |
| Participant deferral / active EE | $3,229 | $8,003-59.7% | $8,065-60.0% | $4,651-30.6% |
| Admin fee / account holder | $346 | $334+3.5% | $12,993-97.3% | $433-20.1% |