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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,981 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 | Advisory (Plan) | $21,763 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,096 | $52,293-2.3% | $178,503-71.4% | $73,412-30.4% |
| Participation rate | 25.9% | 65.3%-39.4pp | 81.9%-56.0pp | 72.2%-46.2pp |
| Annual return | 5.36% | 34.75%-29.4pp | 151.12%-145.8pp | 59.30%-53.9pp |
| Employer contribution / active EE | $464 | $1,736-73.3% | $5,011-90.7% | $2,234-79.2% |
| Participant deferral / active EE | $819 | $2,333-64.9% | $5,202-84.3% | $3,806-78.5% |
| Admin fee / account holder | $387 | $127+203.7% | $13,987-97.2% | $158+144.9% |